A detailed history of Pine Harbor Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Pine Harbor Wealth Management, LLC holds 2,546 shares of JPM stock, worth $563,913. This represents 0.3% of its overall portfolio holdings.

Number of Shares
2,546
Previous 2,342 8.71%
Holding current value
$563,913
Previous $469 Million 9.76%
% of portfolio
0.3%
Previous 0.3%

Shares

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

Aug 09, 2024

BUY
$180.08 - $204.79 $36,736 - $41,777
204 Added 8.71%
2,546 $515 Million
Q1 2024

May 15, 2024

BUY
$167.09 - $200.3 $3,341 - $4,006
20 Added 0.86%
2,342 $469 Million
Q4 2023

Apr 03, 2024

BUY
$135.69 - $170.3 $315,072 - $395,436
2,322 New
2,322 $395 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 $650B
  • 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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