A detailed history of Wick Capital Partners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wick Capital Partners, LLC holds 1,661 shares of JPM stock, worth $368,609. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,661
Previous 1,561 6.41%
Holding current value
$368,609
Previous $312,000 7.37%
% of portfolio
0.12%
Previous 0.34%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$180.08 - $204.79 $18,008 - $20,479
100 Added 6.41%
1,661 $335,000
Q1 2024

May 15, 2024

BUY
$167.09 - $200.3 $26,066 - $31,246
156 Added 11.1%
1,561 $312,000
Q4 2023

Feb 13, 2024

BUY
$135.69 - $170.3 $190,644 - $239,271
1,405 New
1,405 $238,000
Q4 2022

Feb 14, 2023

BUY
$101.96 - $137.84 $198,822 - $268,788
1,950 New
1,950 $261,000
Q2 2022

Aug 15, 2022

SELL
$112.61 - $135.91 $371,500 - $448,367
-3,299 Closed
0 $0
Q1 2022

May 12, 2022

SELL
$128.3 - $168.44 $48,369 - $63,501
-377 Reduced 10.26%
3,299 $450,000
Q4 2021

Jan 21, 2022

BUY
$153.94 - $171.78 $565,883 - $631,463
3,676 New
3,676 $582,000

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 $651B
  • 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
Track This Portfolio

Track Wick Capital Partners, LLC Portfolio

Follow Wick Capital Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wick Capital Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wick Capital Partners, LLC with notifications on news.