A detailed history of Redwood Wealth Management Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Redwood Wealth Management Group, LLC holds 1,980 shares of JPM stock, worth $492,129. This represents 0.21% of its overall portfolio holdings.

Number of Shares
1,980
Previous 1,905 3.94%
Holding current value
$492,129
Previous $385 Million 8.4%
% of portfolio
0.21%
Previous 0.29%

Shares

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

Nov 13, 2024

BUY
$194.9 - $224.8 $14,617 - $16,860
75 Added 3.94%
1,980 $418 Million
Q2 2024

Aug 09, 2024

BUY
$180.08 - $204.79 $3,421 - $3,891
19 Added 1.01%
1,905 $385 Million
Q1 2024

May 07, 2024

SELL
$167.09 - $200.3 $4,010 - $4,807
-24 Reduced 1.26%
1,886 $378 Million
Q4 2023

Jan 25, 2024

BUY
$135.69 - $170.3 $135 - $170
1 Added 0.05%
1,910 $325 Million
Q3 2023

Oct 18, 2023

BUY
$143.21 - $158.0 $143 - $158
1 Added 0.05%
1,909 $277 Million
Q1 2023

Apr 19, 2023

BUY
$124.91 - $143.8 $124 - $143
1 Added 0.05%
1,908 $249 Million
Q4 2022

Feb 01, 2023

BUY
$101.96 - $137.84 $194,437 - $262,860
1,907 New
1,907 $256 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 $729B
  • 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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