A detailed history of Archetype Wealth Partners transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Archetype Wealth Partners holds 4,131 shares of JPM stock, worth $1.01 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
4,131
Previous 4,209 1.85%
Holding current value
$1.01 Million
Previous $851,000 2.35%
% of portfolio
0.13%
Previous 0.14%

Shares

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

Nov 14, 2024

SELL
$194.9 - $224.8 $15,202 - $17,534
-78 Reduced 1.85%
4,131 $871,000
Q2 2024

Aug 15, 2024

SELL
$180.08 - $204.79 $58,526 - $66,556
-325 Reduced 7.17%
4,209 $851,000
Q1 2024

May 14, 2024

SELL
$167.09 - $200.3 $57,813 - $69,303
-346 Reduced 7.09%
4,534 $908,000
Q4 2023

Feb 14, 2024

BUY
$135.69 - $170.3 $41,928 - $52,622
309 Added 6.76%
4,880 $830,000
Q3 2023

Nov 13, 2023

BUY
$143.21 - $158.0 $215,817 - $238,106
1,507 Added 49.18%
4,571 $663,000
Q2 2023

Aug 14, 2023

BUY
$127.47 - $145.44 $54,557 - $62,248
428 Added 16.24%
3,064 $446,000
Q1 2023

May 10, 2023

SELL
$124.91 - $143.8 $67,076 - $77,220
-537 Reduced 16.92%
2,636 $343,000
Q4 2022

Feb 14, 2023

BUY
$101.96 - $137.84 $66,885 - $90,423
656 Added 26.06%
3,173 $425,000
Q3 2022

Nov 14, 2022

SELL
$20.73 - $120.58 $8,499 - $49,437
-410 Reduced 14.01%
2,517 $263,000
Q2 2022

Aug 15, 2022

BUY
$112.61 - $135.91 $329,609 - $397,808
2,927 New
2,927 $330,000

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 $720B
  • 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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