A detailed history of Finer Wealth Management, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Finer Wealth Management, Inc. holds 19,904 shares of JPM stock, worth $4.88 Million. This represents 2.6% of its overall portfolio holdings.

Number of Shares
19,904
Previous 20,216 1.54%
Holding current value
$4.88 Million
Previous $4.09 Million 2.62%
% of portfolio
2.6%
Previous 2.64%

Shares

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

Nov 13, 2024

SELL
$194.9 - $224.8 $60,808 - $70,137
-312 Reduced 1.54%
19,904 $4.2 Million
Q2 2024

Aug 13, 2024

SELL
$180.08 - $204.79 $186,562 - $212,162
-1,036 Reduced 4.87%
20,216 $4.09 Million
Q1 2024

Apr 26, 2024

BUY
$167.09 - $200.3 $331,172 - $396,994
1,982 Added 10.29%
21,252 $4.26 Million
Q4 2023

Feb 13, 2024

BUY
$135.69 - $170.3 $162,692 - $204,189
1,199 Added 6.63%
19,270 $3.28 Million
Q3 2023

Nov 14, 2023

BUY
$143.21 - $158.0 $312,054 - $344,282
2,179 Added 13.71%
18,071 $2.62 Million
Q2 2023

Aug 14, 2023

BUY
$127.47 - $145.44 $51,880 - $59,194
407 Added 2.63%
15,892 $2.31 Million
Q1 2023

May 09, 2023

BUY
$124.91 - $143.8 $221,965 - $255,532
1,777 Added 12.96%
15,485 $2.02 Million
Q4 2022

Feb 13, 2023

BUY
$101.96 - $137.84 $218,806 - $295,804
2,146 Added 18.56%
13,708 $1.84 Million
Q3 2022

Nov 10, 2022

BUY
$20.73 - $120.58 $11,836 - $68,851
571 Added 5.2%
11,562 $1.21 Million
Q2 2022

Aug 10, 2022

BUY
$112.61 - $135.91 $159,906 - $192,992
1,420 Added 14.84%
10,991 $1.24 Million
Q1 2022

Jun 06, 2022

BUY
$128.3 - $168.44 $213,491 - $280,284
1,664 Added 21.04%
9,571 $1.31 Million
Q4 2021

Jun 01, 2022

BUY
$153.94 - $171.78 $1.22 Million - $1.36 Million
7,907 New
7,907 $1.25 Million

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 $720B
  • 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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