A detailed history of Denver Wealth Management, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Denver Wealth Management, Inc. holds 1,848 shares of JPM stock, worth $461,944. This represents 0.19% of its overall portfolio holdings.

Number of Shares
1,848
Previous 1,840 0.43%
Holding current value
$461,944
Previous $372,000 4.57%
% of portfolio
0.19%
Previous 0.2%

Shares

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

Oct 21, 2024

BUY
$194.9 - $224.8 $1,559 - $1,798
8 Added 0.43%
1,848 $389,000
Q2 2024

Jul 19, 2024

SELL
$180.08 - $204.79 $8,283 - $9,420
-46 Reduced 2.44%
1,840 $372,000
Q1 2024

Apr 18, 2024

BUY
$167.09 - $200.3 $1,503 - $1,802
9 Added 0.48%
1,886 $377,000
Q4 2023

Jan 23, 2024

BUY
$135.69 - $170.3 $1,628 - $2,043
12 Added 0.64%
1,877 $319,000
Q3 2023

Oct 24, 2023

BUY
$143.21 - $158.0 $16,755 - $18,486
117 Added 6.69%
1,865 $270,000
Q2 2023

Jul 17, 2023

SELL
$127.47 - $145.44 $11,472 - $13,089
-90 Reduced 4.9%
1,748 $254,000
Q1 2023

May 04, 2023

SELL
$124.91 - $143.8 $16,613 - $19,125
-133 Reduced 6.75%
1,838 $239,000
Q4 2022

Jan 27, 2023

BUY
$101.96 - $137.84 $200,963 - $271,682
1,971 New
1,971 $0
Q2 2022

Aug 11, 2022

SELL
$112.61 - $135.91 $224,656 - $271,140
-1,995 Closed
0 $0
Q4 2021

Feb 17, 2022

BUY
$153.94 - $171.78 $37,869 - $42,257
246 Added 14.07%
1,995 $316,000
Q1 2021

Apr 26, 2022

BUY
$125.65 - $157.65 $219,761 - $275,729
1,749 New
1,749 $238,000

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 $733B
  • 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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