A detailed history of Wr Wealth Planners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 9,641 shares of JPM stock, worth $2.34 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
9,641
Previous 9,583 0.61%
Holding current value
$2.34 Million
Previous $1.94 Million 4.85%
% of portfolio
0.58%
Previous 0.61%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

BUY
$194.9 - $224.8 $11,304 - $13,038
58 Added 0.61%
9,641 $2.03 Million
Q2 2024

Jul 31, 2024

SELL
$180.08 - $204.79 $54,204 - $61,641
-301 Reduced 3.05%
9,583 $1.94 Million
Q1 2024

Jul 31, 2024

BUY
$167.09 - $200.3 $36,091 - $43,264
216 Added 2.23%
9,884 $1.98 Million
Q4 2023

Jul 30, 2024

BUY
$135.69 - $170.3 $1.31 Million - $1.65 Million
9,668 New
9,668 $1.64 Million
Q3 2023

Aug 01, 2024

BUY
$143.21 - $158.0 $317,496 - $350,286
2,217 Added 34.24%
8,691 $1.26 Billion
Q2 2023

Aug 01, 2024

SELL
$127.47 - $145.44 $396,304 - $452,172
-3,109 Reduced 32.44%
6,474 $942 Million
Q1 2023

Aug 01, 2024

SELL
$124.91 - $143.8 $811,040 - $933,693
-6,493 Reduced 67.76%
3,090 $403 Million
Q4 2022

Oct 10, 2024

SELL
$101.96 - $137.84 $2,447 - $3,308
-24 Reduced 5.13%
444 $59.5 Million
Q3 2022

Oct 10, 2024

SELL
$20.73 - $120.58 $188,953 - $1.1 Million
-9,115 Reduced 95.12%
468 $48.9 Million
Q2 2022

Oct 17, 2024

BUY
$112.61 - $135.91 $337 - $407
3 Added 0.69%
438 $49.3 Million
Q1 2022

Oct 17, 2024

SELL
$128.3 - $168.44 $1.18 Million - $1.55 Million
-9,206 Reduced 95.49%
435 $59.3 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 $713B
  • 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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