A detailed history of First Heartland Consultants, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, First Heartland Consultants, Inc. holds 8,531 shares of JPM stock, worth $2.06 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
8,531
Previous 8,360 2.05%
Holding current value
$2.06 Million
Previous $1.69 Million 6.39%
% of portfolio
0.19%
Previous 0.12%

Shares

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

Nov 05, 2024

BUY
$194.9 - $224.8 $33,327 - $38,440
171 Added 2.05%
8,531 $1.8 Million
Q2 2024

Jul 25, 2024

BUY
$180.08 - $204.79 $298,212 - $339,132
1,656 Added 24.7%
8,360 $1.69 Million
Q1 2024

May 07, 2024

BUY
$167.09 - $200.3 $62,491 - $74,912
374 Added 5.91%
6,704 $1.34 Million
Q4 2023

Feb 08, 2024

BUY
$135.69 - $170.3 $35,822 - $44,959
264 Added 4.35%
6,330 $1.08 Million
Q3 2023

Nov 09, 2023

BUY
$143.21 - $158.0 $35,229 - $38,868
246 Added 4.23%
6,066 $880,000
Q2 2023

Jul 26, 2023

SELL
$127.47 - $145.44 $79,158 - $90,318
-621 Reduced 9.64%
5,820 $846,000
Q1 2023

Apr 17, 2023

BUY
$124.91 - $143.8 $18,486 - $21,282
148 Added 2.35%
6,441 $839,000
Q4 2022

Jan 13, 2023

BUY
$101.96 - $137.84 $141,010 - $190,632
1,383 Added 28.17%
6,293 $0
Q3 2022

Oct 20, 2022

SELL
$20.73 - $120.58 $1,140 - $6,631
-55 Reduced 1.11%
4,910 $513,000
Q2 2022

Jul 12, 2022

SELL
$112.61 - $135.91 $16,891 - $20,386
-150 Reduced 2.93%
4,965 $559,000
Q1 2022

Apr 21, 2022

BUY
$128.3 - $168.44 $144,979 - $190,337
1,130 Added 28.36%
5,115 $697,000
Q4 2021

Feb 11, 2022

SELL
$153.94 - $171.78 $102,831 - $114,749
-668 Reduced 14.36%
3,985 $631,000
Q3 2021

Nov 15, 2021

BUY
$146.97 - $166.98 $3,821 - $4,341
26 Added 0.56%
4,653 $762,000
Q2 2021

Aug 16, 2021

BUY
$147.37 - $166.44 $18,126 - $20,472
123 Added 2.73%
4,627 $720,000
Q1 2021

May 17, 2021

BUY
$125.65 - $157.65 $105,169 - $131,953
837 Added 22.83%
4,504 $686,000
Q4 2020

Jan 29, 2021

SELL
$96.54 - $127.07 $86,692 - $114,108
-898 Reduced 19.67%
3,667 $466,000
Q3 2020

Oct 21, 2020

SELL
$91.28 - $103.82 $59,879 - $68,105
-656 Reduced 12.56%
4,565 $439,000
Q2 2020

Jul 16, 2020

BUY
$84.03 - $113.45 $59,997 - $81,003
714 Added 15.84%
5,221 $491,000
Q1 2020

May 14, 2020

BUY
$79.03 - $141.09 $26,712 - $47,688
338 Added 8.11%
4,507 $406,000
Q4 2019

Feb 13, 2020

BUY
$111.82 - $139.4 $8,498 - $10,594
76 Added 1.86%
4,169 $581,000
Q3 2019

Nov 18, 2019

SELL
$104.8 - $120.23 $1,676 - $1,923
-16 Reduced 0.39%
4,093 $482,000
Q2 2019

Aug 12, 2019

SELL
$104.64 - $116.12 $1,569 - $1,741
-15 Reduced 0.36%
4,109 $459,000
Q1 2019

May 15, 2019

BUY
$97.11 - $107.19 $108,083 - $119,302
1,113 Added 36.96%
4,124 $418,000
Q4 2018

Feb 12, 2019

SELL
$92.14 - $115.32 $26,444 - $33,096
-287 Reduced 8.7%
3,011 $294,000
Q3 2018

Nov 16, 2018

SELL
$103.61 - $118.63 $49,732 - $56,942
-480 Reduced 12.71%
3,298 $372,000
Q2 2018

Aug 09, 2018

SELL
$103.24 - $114.29 $79,701 - $88,231
-772 Reduced 16.97%
3,778 $394,000
Q1 2018

May 15, 2018

BUY
$107.01 - $118.77 $97,593 - $108,318
912 Added 25.07%
4,550 $500,000
Q4 2017

Feb 26, 2018

SELL
$95.86 - $107.83 $249,811 - $281,004
-2,606 Reduced 41.74%
3,638 $389,000
Q3 2017

Nov 15, 2017

BUY
$88.42 - $95.51 $552,094 - $596,364
6,244
6,244 $596,000

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 $708B
  • 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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