A detailed history of Activest Wealth Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Activest Wealth Management holds 5,065 shares of JPM stock, worth $1.27 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
5,065
Previous 4,468 13.36%
Holding current value
$1.27 Million
Previous $903,000 18.16%
% of portfolio
0.38%
Previous 0.31%

Shares

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

Nov 12, 2024

BUY
$194.9 - $224.8 $116,355 - $134,205
597 Added 13.36%
5,065 $1.07 Million
Q2 2024

Jul 30, 2024

BUY
$180.08 - $204.79 $797,934 - $907,424
4,431 Added 11975.68%
4,468 $903,000
Q1 2024

Apr 24, 2024

SELL
$167.09 - $200.3 $66,668 - $79,919
-399 Reduced 91.51%
37 $7,000
Q4 2023

Jan 19, 2024

BUY
$135.69 - $170.3 $54,276 - $68,120
400 Added 1111.11%
436 $74,000
Q3 2023

Oct 10, 2023

SELL
$143.21 - $158.0 $10,167 - $11,218
-71 Reduced 66.36%
36 $5,000
Q2 2023

Jul 21, 2023

BUY
$127.47 - $145.44 $637 - $727
5 Added 4.9%
107 $15,000
Q1 2023

Apr 18, 2023

SELL
$124.91 - $143.8 $1.61 Million - $1.85 Million
-12,895 Reduced 99.22%
102 $13,000
Q4 2022

Jan 18, 2023

SELL
$101.96 - $137.84 $47,921 - $64,784
-470 Reduced 3.49%
12,997 $0
Q3 2022

Oct 13, 2022

BUY
$20.73 - $120.58 $277,077 - $1.61 Million
13,366 Added 13233.66%
13,467 $1.41 Million
Q2 2022

Oct 13, 2022

SELL
$112.61 - $135.91 $29,278 - $35,336
-260 Reduced 72.02%
101 $11,000
Q2 2022

Jul 15, 2022

BUY
$112.61 - $135.91 $30,066 - $36,287
267 Added 284.04%
361 $41,000
Q1 2022

Apr 26, 2022

BUY
$128.3 - $168.44 $9,494 - $12,464
74 Added 370.0%
94 $13,000
Q4 2021

Jan 13, 2022

SELL
$153.94 - $171.78 $63,269 - $70,601
-411 Reduced 95.36%
20 $3,000
Q3 2021

Oct 12, 2021

BUY
$146.97 - $166.98 $46,883 - $53,266
319 Added 284.82%
431 $71,000
Q2 2021

Sep 20, 2021

SELL
$147.37 - $166.44 $40,526 - $45,771
-275 Reduced 71.06%
112 $17,000
Q1 2021

Sep 20, 2021

BUY
$125.65 - $157.65 $48,626 - $61,010
387 New
387 $59,000

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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