A detailed history of Cherry Tree Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 3,169 shares of JPM stock, worth $767,880. This represents 0.16% of its overall portfolio holdings.

Number of Shares
3,169
Previous 3,169 -0.0%
Holding current value
$767,880
Previous $641 Million 4.25%
% of portfolio
0.16%
Previous 0.16%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024

BUY
$180.08 - $204.79 $5,402 - $6,143
30 Added 0.96%
3,169 $641 Million
Q1 2024

May 01, 2024

BUY
$167.09 - $200.3 $3,341 - $4,006
20 Added 0.64%
3,139 $629 Million
Q4 2023

Feb 06, 2024

SELL
$135.69 - $170.3 $114,250 - $143,392
-842 Reduced 21.26%
3,119 $531 Million
Q3 2023

Nov 14, 2023

BUY
$143.21 - $158.0 $47,832 - $52,772
334 Added 9.21%
3,961 $574 Million
Q2 2023

Aug 09, 2023

BUY
$127.47 - $145.44 $462,333 - $527,510
3,627 New
3,627 $528 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 $711B
  • 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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