A detailed history of Better Money Decisions, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Better Money Decisions, LLC holds 3,044 shares of JPM stock, worth $756,586. This represents 0.46% of its overall portfolio holdings.

Number of Shares
3,044
Previous 2,833 7.45%
Holding current value
$756,586
Previous $573,000 11.87%
% of portfolio
0.46%
Previous 0.43%

Shares

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

Oct 25, 2024

BUY
$194.9 - $224.8 $41,123 - $47,432
211 Added 7.45%
3,044 $641,000
Q2 2024

Jul 24, 2024

SELL
$180.08 - $204.79 $38,717 - $44,029
-215 Reduced 7.05%
2,833 $573,000
Q1 2024

May 01, 2024

BUY
$167.09 - $200.3 $224,736 - $269,403
1,345 Added 78.98%
3,048 $610,000
Q4 2023

Jan 23, 2024

BUY
$135.69 - $170.3 $12,619 - $15,837
93 Added 5.78%
1,703 $289,000
Q2 2023

Aug 09, 2023

BUY
$127.47 - $145.44 $3,951 - $4,508
31 Added 1.96%
1,610 $234,000
Q4 2022

Feb 14, 2023

BUY
$101.96 - $137.84 $160,994 - $217,649
1,579 New
1,579 $211,000
Q2 2022

Aug 05, 2022

SELL
$112.61 - $135.91 $8,333 - $10,057
-74 Reduced 4.75%
1,484 $167,000
Q1 2022

May 13, 2022

SELL
$128.3 - $168.44 $128 - $168
-1 Reduced 0.06%
1,558 $212,000
Q4 2021

Feb 14, 2022

SELL
$153.94 - $171.78 $91,440 - $102,037
-594 Reduced 27.59%
1,559 $247,000
Q3 2021

Oct 28, 2021

BUY
$146.97 - $166.98 $1,763 - $2,003
12 Added 0.56%
2,153 $352,000
Q2 2021

Jul 22, 2021

BUY
$147.37 - $166.44 $1,621 - $1,830
11 Added 0.52%
2,141 $333,000
Q1 2021

May 04, 2021

BUY
$125.65 - $157.65 $267,634 - $335,794
2,130 New
2,130 $324,000

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 $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 ...
More about JPM
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