A detailed history of Weinberger Asset Management, Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Weinberger Asset Management, Inc holds 4,837 shares of JPM stock, worth $1.3 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
4,837
Previous 4,839 0.04%
Holding current value
$1.3 Million
Previous $1.02 Billion 13.64%
% of portfolio
0.48%
Previous 0.43%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025

SELL
$205.18 - $250.29 $410 - $500
-2 Reduced 0.04%
4,837 $1.16 Billion
Q3 2024

Feb 04, 2025

BUY
$194.9 - $224.8 $8,965 - $10,340
46 Added 0.96%
4,839 $1.02 Billion
Q2 2024

Feb 04, 2025

BUY
$180.08 - $204.79 $7,563 - $8,601
42 Added 0.88%
4,793 $969 Million
Q1 2024

Feb 04, 2025

SELL
$167.09 - $200.3 $4,177 - $5,007
-25 Reduced 0.52%
4,751 $952 Million
Q4 2023

Feb 04, 2025

BUY
$135.69 - $170.3 $10,312 - $12,942
76 Added 1.62%
4,776 $812 Million
Q3 2023

Feb 04, 2025

SELL
$143.21 - $158.0 $143 - $158
-1 Reduced 0.02%
4,700 $682 Million
Q2 2023

Feb 04, 2025

BUY
$127.47 - $145.44 $39,005 - $44,504
306 Added 6.96%
4,701 $684 Million
Q1 2023

Feb 04, 2025

BUY
$124.91 - $143.8 $27,355 - $31,492
219 Added 5.24%
4,395 $573 Million
Q4 2022

Feb 04, 2025

SELL
$101.96 - $137.84 $12,846 - $17,367
-126 Reduced 2.93%
4,176 $560 Million
Q2 2022

Feb 04, 2025

BUY
$112.61 - $135.91 $484,448 - $584,684
4,302 New
4,302 $484 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $786B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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