A detailed history of Facet Wealth, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Facet Wealth, Inc. holds 3,020 shares of JPM stock, worth $719,847. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,020
Previous 2,329 29.67%
Holding current value
$719,847
Previous $471,000 35.03%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Nov 04, 2024

BUY
$194.9 - $224.8 $134,675 - $155,336
691 Added 29.67%
3,020 $636,000
Q2 2024

Jul 31, 2024

BUY
$180.08 - $204.79 $43,939 - $49,968
244 Added 11.7%
2,329 $471,000
Q1 2024

May 07, 2024

SELL
$167.09 - $200.3 $20,886 - $25,037
-125 Reduced 5.66%
2,085 $417,000
Q4 2023

Feb 07, 2024

BUY
$135.69 - $170.3 $44,099 - $55,347
325 Added 17.24%
2,210 $375,000
Q3 2023

Nov 01, 2023

BUY
$143.21 - $158.0 $269,950 - $297,830
1,885 New
1,885 $273,000

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 $699B
  • 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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