A detailed history of Old North State Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Old North State Wealth Management, LLC holds 2,680 shares of JPM stock, worth $666,114. This represents 0.32% of its overall portfolio holdings.

Number of Shares
2,680
Previous 2,281 17.49%
Holding current value
$666,114
Previous $462 Million 22.55%
% of portfolio
0.32%
Previous 0.3%

Shares

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

Oct 29, 2024

BUY
$194.9 - $224.8 $77,765 - $89,695
399 Added 17.49%
2,680 $566 Million
Q2 2024

Oct 29, 2024

BUY
$180.08 - $204.79 $42,498 - $48,330
236 Added 11.54%
2,281 $462 Million
Q1 2024

Oct 29, 2024

BUY
$167.09 - $200.3 $35,088 - $42,063
210 Added 11.44%
2,045 $410 Million
Q4 2023

Oct 28, 2024

BUY
$135.69 - $170.3 $37,857 - $47,513
279 Added 17.93%
1,835 $313 Million
Q3 2023

Oct 28, 2024

BUY
$143.21 - $158.0 $11,313 - $12,482
79 Added 5.35%
1,556 $226 Million
Q2 2023

Oct 28, 2024

SELL
$127.47 - $145.44 $8,413 - $9,599
-66 Reduced 4.28%
1,477 $215 Million
Q4 2022

Oct 25, 2024

BUY
$101.96 - $137.84 $24,266 - $32,805
238 Added 18.24%
1,543 $207 Million
Q4 2021

Oct 24, 2024

BUY
$153.94 - $171.78 $200,891 - $224,172
1,305 New
1,305 $207 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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