A detailed history of Clay Northam Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Clay Northam Wealth Management, LLC holds 2,257 shares of JPM stock, worth $536,263. This represents 0.35% of its overall portfolio holdings.

Number of Shares
2,257
Previous 2,257 -0.0%
Holding current value
$536,263
Previous $452,000 0.88%
% of portfolio
0.35%
Previous 0.37%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 23, 2024

BUY
$135.69 - $170.3 $2,171 - $2,724
16 Added 0.71%
2,257 $383,000
Q2 2023

Jul 20, 2023

SELL
$127.47 - $145.44 $2,549 - $2,908
-20 Reduced 0.88%
2,241 $325,000
Q2 2022

Jul 22, 2022

SELL
$112.61 - $135.91 $36,598 - $44,170
-325 Reduced 12.57%
2,261 $255,000
Q1 2022

Apr 22, 2022

SELL
$128.3 - $168.44 $3,207 - $4,211
-25 Reduced 0.96%
2,586 $353,000
Q4 2021

Mar 15, 2022

BUY
$153.94 - $171.78 $401,937 - $448,517
2,611 New
2,611 $413,000

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 $697B
  • 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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