A detailed history of Act Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Act Wealth Management, LLC holds 1,302 shares of JPM stock, worth $325,226. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,302
Previous 1,580 17.59%
Holding current value
$325,226
Previous $319,000 14.11%
% of portfolio
0.12%
Previous 0.16%

Shares

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

Oct 08, 2024

SELL
$194.9 - $224.8 $54,182 - $62,494
-278 Reduced 17.59%
1,302 $274,000
Q2 2024

Jul 11, 2024

BUY
$180.08 - $204.79 $1,800 - $2,047
10 Added 0.64%
1,580 $319,000
Q1 2024

Apr 09, 2024

SELL
$167.09 - $200.3 $100,755 - $120,780
-603 Reduced 27.75%
1,570 $314,000
Q4 2023

Jan 17, 2024

SELL
$135.69 - $170.3 $1,492 - $1,873
-11 Reduced 0.5%
2,173 $369,000
Q3 2023

Oct 10, 2023

BUY
$143.21 - $158.0 $4,869 - $5,372
34 Added 1.58%
2,184 $316,000
Q2 2023

Jul 14, 2023

SELL
$127.47 - $145.44 $16,953 - $19,343
-133 Reduced 5.83%
2,150 $312,000
Q1 2023

Apr 13, 2023

BUY
$124.91 - $143.8 $8,993 - $10,353
72 Added 3.26%
2,283 $297,000
Q4 2022

Jan 19, 2023

BUY
$101.96 - $137.84 $815 - $1,102
8 Added 0.36%
2,211 $0
Q3 2022

Oct 24, 2022

SELL
$20.73 - $120.58 $8,748 - $50,884
-422 Reduced 16.08%
2,203 $230,000
Q2 2022

Jul 08, 2022

SELL
$112.61 - $135.91 $18,130 - $21,881
-161 Reduced 5.78%
2,625 $296,000
Q1 2022

Apr 12, 2022

BUY
$128.3 - $168.44 $4,747 - $6,232
37 Added 1.35%
2,786 $380,000
Q4 2021

Jan 31, 2022

BUY
$153.94 - $171.78 $86,052 - $96,025
559 Added 25.53%
2,749 $435,000
Q2 2021

Jul 20, 2021

SELL
$147.37 - $166.44 $7,368 - $8,322
-50 Reduced 2.23%
2,190 $341,000
Q1 2021

Apr 08, 2021

SELL
$125.65 - $157.65 $29,653 - $37,205
-236 Reduced 9.53%
2,240 $341,000
Q4 2020

Feb 03, 2021

BUY
$96.54 - $127.07 $239,033 - $314,625
2,476 New
2,476 $315,000

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 $733B
  • 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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