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 $543,440. This represents 0.35% of its overall portfolio holdings.

Number of Shares
2,257
Previous 2,257 -0.0%
Holding current value
$543,440
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 $706B
  • 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
Track This Portfolio

Track Clay Northam Wealth Management, LLC Portfolio

Follow Clay Northam Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clay Northam Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clay Northam Wealth Management, LLC with notifications on news.