A detailed history of New Insight Wealth Advisors transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, New Insight Wealth Advisors holds 2,601 shares of JPM stock, worth $620,052. This represents 0.29% of its overall portfolio holdings.

Number of Shares
2,601
Previous 3,054 14.83%
Holding current value
$620,052
Previous $618 Million 11.23%
% of portfolio
0.29%
Previous 0.36%

Shares

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

Nov 13, 2024

SELL
$194.9 - $224.8 $88,289 - $101,834
-453 Reduced 14.83%
2,601 $548 Million
Q2 2024

Aug 15, 2024

SELL
$180.08 - $204.79 $54,024 - $61,437
-300 Reduced 8.94%
3,054 $618 Million
Q4 2023

May 08, 2024

BUY
$135.69 - $170.3 $455,104 - $571,186
3,354 New
3,354 $571 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 $699B
  • 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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