A detailed history of Amj Financial Wealth Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Amj Financial Wealth Management holds 3,290 shares of JPM stock, worth $784,303. This represents 0.2% of its overall portfolio holdings.

Number of Shares
3,290
Previous 3,477 5.38%
Holding current value
$784,303
Previous $703,000 1.42%
% of portfolio
0.2%
Previous 0.22%

Shares

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

Nov 12, 2024

SELL
$194.9 - $224.8 $36,446 - $42,037
-187 Reduced 5.38%
3,290 $693,000
Q2 2024

Aug 07, 2024

BUY
$180.08 - $204.79 $105,346 - $119,802
585 Added 20.23%
3,477 $703,000
Q1 2024

May 07, 2024

BUY
$167.09 - $200.3 $483,224 - $579,267
2,892 New
2,892 $579,000
Q4 2022

Feb 01, 2023

BUY
$101.96 - $137.84 $192,398 - $260,104
1,887 New
1,887 $253,000
Q1 2022

May 11, 2022

SELL
$128.3 - $168.44 $5.57 Million - $7.31 Million
-43,381 Closed
0 $0
Q4 2021

Feb 10, 2022

BUY
$153.94 - $171.78 $502,921 - $561,205
3,267 Added 8.14%
43,381 $6.87 Million
Q3 2021

Nov 12, 2021

BUY
$146.97 - $166.98 $2.83 Million - $3.21 Million
19,235 Added 92.13%
40,114 $6.57 Million
Q2 2021

Aug 12, 2021

BUY
$147.37 - $166.44 $3.08 Million - $3.48 Million
20,879 New
20,879 $3.25 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
Track This Portfolio

Track Amj Financial Wealth Management Portfolio

Follow Amj Financial Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Amj Financial Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Amj Financial Wealth Management with notifications on news.