Welch Group, LLC Jpmorgan Chase & CO Transaction History

Welch Group, LLC

$2.29 Billion
Q3 2024

A detailed history of Welch Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Welch Group, LLC holds 305,937 shares of JPM stock, worth $74.1 Million. This represents 2.81% of its overall portfolio holdings.

Number of Shares

305,937

Previous 309,063 1.01%

Holding current value

$74.1 Million

Previous $62.5 Million 3.16%

% of portfolio

2.81%

Previous 3.01%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$194.9 - $224.8 $609,257 - $702,724	-3,126 Reduced 1.01%	305,937 $64.5 Million
Q2 2024 Jul 17, 2024	SELL	$180.08 - $204.79 $1.08 Million - $1.22 Million	-5,974 Reduced 1.9%	309,063 $62.5 Million
Q1 2024 Apr 09, 2024	SELL	$167.09 - $200.3 $2.24 Million - $2.69 Million	-13,429 Reduced 4.09%	315,037 $63.1 Million
Q4 2023 Jan 22, 2024	BUY	$135.69 - $170.3 $95,118 - $119,380	701 Added 0.21%	328,466 $55.9 Million
Q3 2023 Oct 18, 2023	SELL	$143.21 - $158.0 $346,711 - $382,518	-2,421 Reduced 0.73%	327,765 $47.5 Million
Q2 2023 Jul 18, 2023	BUY	$127.47 - $145.44 $751,308 - $857,223	5,894 Added 1.82%	330,186 $48 Million
Q1 2023 Apr 13, 2023	BUY	$124.91 - $143.8 $1.84 Million - $2.11 Million	14,707 Added 4.75%	324,292 $42.3 Million
Q4 2022 Jan 27, 2023	BUY	$101.96 - $137.84 $863,295 - $1.17 Million	8,467 Added 2.81%	309,585 $41.5 Million
Q3 2022 Oct 13, 2022	BUY	$20.73 - $120.58 $498,100 - $2.9 Million	24,028 Added 8.67%	301,118 $31.5 Million
Q2 2022 Jul 21, 2022	BUY	$112.61 - $135.91 $5 Million - $6.04 Million	44,406 Added 19.08%	277,090 $31.2 Million
Q1 2022 Apr 29, 2022	BUY	$128.3 - $168.44 $24.1 Million - $31.7 Million	188,102 Added 421.92%	232,684 $31.7 Million
Q4 2021 Jan 26, 2022	BUY	$153.94 - $171.78 $257,233 - $287,044	1,671 Added 3.89%	44,582 $7.06 Million
Q3 2021 Nov 05, 2021	BUY	$146.97 - $166.98 $520,273 - $591,109	3,540 Added 8.99%	42,911 $7.02 Million
Q2 2021 Jul 21, 2021	BUY	$147.37 - $166.44 $252,002 - $284,612	1,710 Added 4.54%	39,371 $6.12 Million
Q1 2021 Apr 23, 2021	BUY	$125.65 - $157.65 $667,955 - $838,067	5,316 Added 16.44%	37,661 $5.73 Million
Q4 2020 Jan 25, 2021	BUY	$96.54 - $127.07 $280,352 - $369,011	2,904 Added 9.86%	32,345 $4.11 Million
Q3 2020 Oct 28, 2020	BUY	$91.28 - $103.82 $230,208 - $261,834	2,522 Added 9.37%	29,441 $2.83 Million
Q2 2020 Jul 22, 2020	BUY	$84.03 - $113.45 $204,697 - $276,364	2,436 Added 9.95%	26,919 $2.53 Million
Q1 2020 Apr 28, 2020	BUY	$79.03 - $141.09 $251,236 - $448,525	3,179 Added 14.92%	24,483 $2.2 Million
Q4 2019 Jan 24, 2020	BUY	$111.82 - $139.4 $194,790 - $242,834	1,742 Added 8.91%	21,304 $2.97 Million
Q3 2019 Nov 05, 2019	BUY	$104.8 - $120.23 $15,720 - $18,034	150 Added 0.77%	19,562 $2.3 Million
Q2 2019 Jul 11, 2019	BUY	$104.64 - $116.12 $73,248 - $81,284	700 Added 3.74%	19,412 $2.17 Million
Q1 2019 Apr 15, 2019	BUY	$97.11 - $107.19 $185,965 - $205,268	1,915 Added 11.4%	18,712 $1.89 Million
Q4 2018 Jan 10, 2019	BUY	$92.14 - $115.32 $28,563 - $35,749	310 Added 1.88%	16,797 $1.64 Million
Q3 2018 Nov 01, 2018	BUY	$103.61 - $118.63 $88,172 - $100,954	851 Added 5.44%	16,487 $1.86 Million
Q2 2018 Jul 30, 2018	BUY	$103.24 - $114.29 $6,400 - $7,085	62 Added 0.4%	15,636 $1.63 Million
Q1 2018 Apr 23, 2018	BUY	$107.01 - $118.77 $177,208 - $196,683	1,656 Added 11.9%	15,574 $1.71 Million
Q4 2017 Feb 01, 2018	BUY	$95.86 - $107.83 $68,156 - $76,667	711 Added 5.38%	13,918 $1.49 Million
Q3 2017 Nov 07, 2017	SELL	$88.42 - $95.51 $43,679 - $47,181	-494 Reduced 3.61%	13,207 $1.26 Million
Q2 2017 Aug 07, 2017	BUY	N/A	13,701	13,701 $1.25 Million

Others Institutions Holding JPM

# of Institutions

4,616

Shares Held

1.95B

Call Options Held

29.8M

Put Options Held

35.7M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $711B
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 ...

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