Beacon Harbor Wealth Advisors, Inc. Jpmorgan Chase & CO Transaction History

Beacon Harbor Wealth Advisors, Inc.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	BUY	$180.08 - $204.79 $8,823 - $10,034	49 Added 0.16%	31,226 $6.32 Million
Q1 2024 May 07, 2024	SELL	$167.09 - $200.3 $99,752 - $119,579	-597 Reduced 1.88%	31,177 $6.25 Million
Q4 2023 Feb 06, 2024	BUY	$135.69 - $170.3 $119,407 - $149,864	880 Added 2.85%	31,774 $5.41 Million
Q3 2023 Nov 13, 2023	BUY	$143.21 - $158.0 $81,916 - $90,376	572 Added 1.89%	30,894 $4.48 Million
Q2 2023 Aug 11, 2023	BUY	$127.47 - $145.44 $3.87 Million - $4.41 Million	30,322 New	30,322 $4.41 Million

4,613

1.96B

29.8M

35.7M

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 ...

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