A detailed history of First Purpose Wealth LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, First Purpose Wealth LLC holds 5,854 shares of JPM stock, worth $1.16 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
5,854
Previous 5,895 0.7%
Holding current value
$1.16 Million
Previous $1 Million 16.97%
% of portfolio
0.43%
Previous 0.39%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024

SELL
$167.09 - $200.3 $6,850 - $8,212
-41 Reduced 0.7%
5,854 $1.17 Million
Q4 2023

Apr 22, 2024

BUY
$135.69 - $170.3 $2,578 - $3,235
19 Added 0.32%
5,895 $1 Million
Q3 2023

Oct 30, 2023

BUY
$143.21 - $158.0 $16,469 - $18,170
115 Added 2.0%
5,876 $852,000
Q2 2023

Jul 21, 2023

BUY
$127.47 - $145.44 $6,628 - $7,562
52 Added 0.91%
5,761 $837,000
Q1 2023

May 03, 2023

BUY
$124.91 - $143.8 $21,359 - $24,589
171 Added 3.09%
5,709 $743,000
Q4 2022

Jan 26, 2023

SELL
$101.96 - $137.84 $13,254 - $17,919
-130 Reduced 2.29%
5,538 $0
Q3 2022

Oct 24, 2022

BUY
$20.73 - $120.58 $8,105 - $47,146
391 Added 7.41%
5,668 $592,000
Q2 2022

Jul 25, 2022

BUY
$112.61 - $135.91 $33,332 - $40,229
296 Added 5.94%
5,277 $594,000
Q1 2022

Apr 18, 2022

BUY
$128.3 - $168.44 $31,818 - $41,773
248 Added 5.24%
4,981 $679,000
Q4 2021

Feb 24, 2022

BUY
$153.94 - $171.78 $728,598 - $813,034
4,733 New
4,733 $749,000

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 $581B
  • 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
Track This Portfolio

Track First Purpose Wealth LLC Portfolio

Follow First Purpose Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of First Purpose Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on First Purpose Wealth LLC with notifications on news.