A detailed history of Focused Wealth Management, Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Focused Wealth Management, Inc holds 10,078 shares of JPM stock, worth $2.21 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
10,078
Previous 2,000 403.9%
Holding current value
$2.21 Million
Previous $404,000 425.74%
% of portfolio
0.28%
Previous 0.06%

Shares

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

Oct 30, 2024

BUY
$194.9 - $224.8 $4,092 - $4,720
21 Added 0.21%
10,078 $2.12 Million
Q2 2024

Jul 30, 2024

SELL
$180.08 - $204.79 $13,866 - $15,768
-77 Reduced 0.76%
10,057 $2.03 Million
Q1 2024

May 08, 2024

BUY
$167.09 - $200.3 $5,681 - $6,810
34 Added 0.34%
10,134 $2.03 Million
Q4 2023

Jan 10, 2024

SELL
$135.69 - $170.3 $9,498 - $11,921
-70 Reduced 0.69%
10,100 $1.72 Million
Q3 2023

Nov 01, 2023

BUY
$143.21 - $158.0 $10,311 - $11,376
72 Added 0.71%
10,170 $1.47 Million
Q2 2023

Aug 08, 2023

SELL
$127.47 - $145.44 $31,102 - $35,487
-244 Reduced 2.36%
10,098 $1.47 Million
Q1 2023

Apr 13, 2023

BUY
$124.91 - $143.8 $54,210 - $62,409
434 Added 4.38%
10,342 $1.35 Million
Q4 2022

Jan 13, 2023

SELL
$101.96 - $137.84 $713 - $964
-7 Reduced 0.07%
9,908 $0
Q3 2022

Oct 20, 2022

BUY
$20.73 - $120.58 $995 - $5,787
48 Added 0.49%
9,915 $1.04 Million
Q2 2022

Aug 04, 2022

BUY
$112.61 - $135.91 $299,317 - $361,248
2,658 Added 36.87%
9,867 $1.11 Million
Q1 2022

Apr 29, 2022

SELL
$128.3 - $168.44 $45,803 - $60,133
-357 Reduced 4.72%
7,209 $983,000
Q4 2021

Jan 31, 2022

BUY
$153.94 - $171.78 $1,231 - $1,374
8 Added 0.11%
7,566 $1.2 Million
Q3 2021

Oct 12, 2021

SELL
$146.97 - $166.98 $80,686 - $91,672
-549 Reduced 6.77%
7,558 $1.24 Million
Q2 2021

Jul 15, 2021

BUY
$147.37 - $166.44 $63,811 - $72,068
433 Added 5.64%
8,107 $1.26 Million
Q1 2021

May 03, 2021

BUY
$125.65 - $157.65 $18,219 - $22,859
145 Added 1.93%
7,674 $1.17 Million
Q4 2020

Feb 03, 2021

SELL
$96.54 - $127.07 $28,382 - $37,358
-294 Reduced 3.76%
7,529 $957,000
Q3 2020

Oct 19, 2020

SELL
$91.28 - $103.82 $20,081 - $22,840
-220 Reduced 2.74%
7,823 $753,000
Q2 2020

Jul 24, 2020

BUY
$84.03 - $113.45 $111,675 - $150,775
1,329 Added 19.79%
8,043 $757,000
Q1 2020

May 06, 2020

SELL
$79.03 - $141.09 $39,356 - $70,262
-498 Reduced 6.91%
6,714 $604,000
Q4 2019

Jan 21, 2020

SELL
$111.82 - $139.4 $782 - $975
-7 Reduced 0.1%
7,212 $1.01 Million
Q3 2019

Nov 06, 2019

SELL
$104.8 - $120.23 $28,610 - $32,822
-273 Reduced 3.64%
7,219 $850,000
Q2 2019

Jul 19, 2019

BUY
$104.64 - $116.12 $26,578 - $29,494
254 Added 3.51%
7,492 $838,000
Q1 2019

May 03, 2019

BUY
$97.11 - $107.19 $155,764 - $171,932
1,604 Added 28.47%
7,238 $733,000
Q4 2018

Jan 30, 2019

BUY
$92.14 - $115.32 $20,362 - $25,485
221 Added 4.08%
5,634 $550,000
Q3 2018

Nov 13, 2018

BUY
$103.61 - $118.63 $103 - $118
1 Added 0.02%
5,413 $611,000
Q2 2018

Aug 15, 2018

BUY
$103.24 - $114.29 $8,052 - $8,914
78 Added 1.46%
5,412 $564,000
Q1 2018

May 07, 2018

SELL
$107.01 - $118.77 $24,291 - $26,960
-227 Reduced 4.08%
5,334 $587,000
Q4 2017

Feb 13, 2018

SELL
$95.86 - $107.83 $49,080 - $55,208
-512 Reduced 8.43%
5,561 $595,000
Q3 2017

Nov 14, 2017

BUY
$88.42 - $95.51 $57,030 - $61,603
645 Added 11.88%
6,073 $580,000
Q2 2017

Aug 14, 2017

BUY
N/A
5,428
5,428 $496,000

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 $645B
  • 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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