A detailed history of Barlow Wealth Partners, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Barlow Wealth Partners, Inc. holds 78,847 shares of JPM stock, worth $16.7 Million. This represents 2.28% of its overall portfolio holdings.

Number of Shares
78,847
Previous 78,411 0.56%
Holding current value
$16.7 Million
Previous $14.3 Billion 14.75%
% of portfolio
2.28%
Previous 1.95%

Shares

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

Jul 31, 2024

BUY
$180.08 - $204.79 $78,514 - $89,288
436 Added 0.56%
78,847 $16.4 Billion
Q1 2024

Apr 18, 2024

BUY
$167.09 - $200.3 $81,539 - $97,746
488 Added 0.63%
78,411 $14.3 Billion
Q4 2023

Feb 06, 2024

BUY
$135.69 - $170.3 $10.6 Million - $13.3 Million
77,923 New
77,923 $13.3 Billion

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 $620B
  • 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 Barlow Wealth Partners, Inc. Portfolio

Follow Barlow Wealth Partners, Inc. 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 Barlow Wealth Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Barlow Wealth Partners, Inc. with notifications on news.