A detailed history of Crown Wealth Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Crown Wealth Group, LLC holds 4,537 shares of JPM stock, worth $930,856. This represents 0.49% of its overall portfolio holdings.

Number of Shares
4,537
Previous 4,383 3.51%
Holding current value
$930,856
Previous $745,000 21.88%
% of portfolio
0.49%
Previous 0.47%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024

BUY
$167.09 - $200.3 $25,731 - $30,846
154 Added 3.51%
4,537 $908,000
Q4 2023

Jan 23, 2024

BUY
$135.69 - $170.3 $29,444 - $36,955
217 Added 5.21%
4,383 $745,000
Q3 2023

Oct 25, 2023

SELL
$143.21 - $158.0 $51,555 - $56,880
-360 Reduced 7.95%
4,166 $604,000
Q2 2023

Jul 25, 2023

SELL
$127.47 - $145.44 $30,592 - $34,905
-240 Reduced 5.04%
4,526 $658,000
Q1 2023

Apr 28, 2023

BUY
$124.91 - $143.8 $278,549 - $320,674
2,230 Added 87.93%
4,766 $621,000
Q4 2022

Feb 09, 2023

BUY
$101.96 - $137.84 $8,258 - $11,165
81 Added 3.3%
2,536 $340,000
Q3 2022

Oct 21, 2022

BUY
$20.73 - $120.58 $8,146 - $47,387
393 Added 19.06%
2,455 $257,000
Q2 2022

Jul 25, 2022

SELL
$112.61 - $135.91 $33,783 - $40,773
-300 Reduced 12.7%
2,062 $232,000
Q1 2022

Jul 13, 2022

BUY
$128.3 - $168.44 $303,044 - $397,855
2,362 New
2,362 $322,000

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 $602B
  • 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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