Fairhaven Wealth Management, LLC Jpmorgan Chase & CO Transaction History

Fairhaven Wealth Management, LLC

  • $325 Million
  • Q3 2024

A detailed history of Fairhaven Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Fairhaven Wealth Management, LLC holds 29,179 shares of JPM stock, worth $7.25 Million. This represents 1.89% of its overall portfolio holdings.

Number of Shares
29,179
Previous 29,195 0.05%
Holding current value
$7.25 Million
Previous $5.9 Million 4.17%
% of portfolio
1.89%
Previous 1.96%

Shares

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

Nov 12, 2024
SELL
$194.9 - $224.8 $3,118 - $3,596
-16 Reduced 0.05%
29,179 $6.15 Million
Q2 2024

Jul 31, 2024
SELL
$180.08 - $204.79 $30,433 - $34,609
-169 Reduced 0.58%
29,195 $5.9 Million
Q1 2024

May 01, 2024
SELL
$167.09 - $200.3 $107,940 - $129,393
-646 Reduced 2.15%
29,364 $5.88 Million
Q4 2023

Feb 08, 2024
SELL
$135.69 - $170.3 $51,969 - $65,224
-383 Reduced 1.26%
30,010 $5.1 Million
Q3 2023

Nov 14, 2023
BUY
$143.21 - $158.0 $12,888 - $14,220
90 Added 0.3%
30,393 $4.41 Million
Q2 2023

Aug 11, 2023
BUY
$127.47 - $145.44 $237,986 - $271,536
1,867 Added 6.57%
30,303 $4.41 Million
Q4 2022

Feb 10, 2023
BUY
$101.96 - $137.84 $108,893 - $147,213
1,068 Added 3.9%
28,436 $3.81 Million
Q3 2022

Nov 10, 2022
BUY
$20.73 - $120.58 $11,194 - $65,113
540 Added 2.01%
27,368 $2.86 Million
Q2 2022

Aug 08, 2022
BUY
$112.61 - $135.91 $130,402 - $157,383
1,158 Added 4.51%
26,828 $3.02 Million
Q1 2022

May 16, 2022
BUY
$128.3 - $168.44 $94,172 - $123,634
734 Added 2.94%
25,670 $3.5 Million
Q4 2021

Jan 18, 2022
BUY
$153.94 - $171.78 $29,402 - $32,809
191 Added 0.77%
24,936 $3.95 Million
Q3 2021

Nov 10, 2021
BUY
$146.97 - $166.98 $335,532 - $381,215
2,283 Added 10.16%
24,745 $4.05 Million
Q2 2021

Aug 09, 2021
BUY
$147.37 - $166.44 $135,433 - $152,958
919 Added 4.27%
22,462 $3.49 Million
Q1 2021

May 13, 2021
BUY
$125.65 - $157.65 $93,483 - $117,291
744 Added 3.58%
21,543 $3.28 Million
Q4 2020

Feb 12, 2021
BUY
$96.54 - $127.07 $209,009 - $275,106
2,165 Added 11.62%
20,799 $2.64 Million
Q3 2020

Nov 04, 2020
BUY
$91.28 - $103.82 $182,103 - $207,120
1,995 Added 11.99%
18,634 $1.79 Million
Q2 2020

Aug 14, 2020
BUY
$84.03 - $113.45 $377,378 - $509,503
4,491 Added 36.97%
16,639 $1.57 Million
Q1 2020

May 05, 2020
BUY
$79.03 - $141.09 $454,422 - $811,267
5,750 Added 89.87%
12,148 $1.09 Million
Q2 2019

Aug 13, 2019
BUY
$104.64 - $116.12 $110,395 - $122,506
1,055 Added 19.75%
6,398 $715,000
Q1 2019

Apr 19, 2019
SELL
$97.11 - $107.19 $41,563 - $45,877
-428 Reduced 7.42%
5,343 $541,000
Q4 2018

Feb 14, 2019
BUY
$92.14 - $115.32 $531,739 - $665,511
5,771 New
5,771 $563,000

Others Institutions Holding JPM

# of Institutions
4,613
Shares Held
1.96B
Call Options Held
29.8M
Put Options Held
35.7M
View Full List

About JPMORGAN CHASE & CO

JPM Quotes by TradingView
  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $729B
  • 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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