A detailed history of Fsb Premier Wealth Management, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Fsb Premier Wealth Management, Inc. holds 10,431 shares of JPM stock, worth $2.31 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares
10,431
Previous 8,889 17.35%
Holding current value
$2.31 Million
Previous $1.78 Million 18.48%
% of portfolio
0.98%
Previous 0.85%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024

BUY
$180.08 - $204.79 $277,683 - $315,786
1,542 Added 17.35%
10,431 $2.11 Million
Q1 2024

May 10, 2024

BUY
$167.09 - $200.3 $120,638 - $144,616
722 Added 8.84%
8,889 $1.78 Million
Q4 2023

Feb 08, 2024

BUY
$135.69 - $170.3 $93,490 - $117,336
689 Added 9.21%
8,167 $1.39 Million
Q3 2023

Nov 14, 2023

BUY
$143.21 - $158.0 $19,619 - $21,646
137 Added 1.87%
7,478 $1.08 Million
Q2 2023

Aug 11, 2023

SELL
$127.47 - $145.44 $31,612 - $36,069
-248 Reduced 3.27%
7,341 $1.07 Million
Q1 2023

May 04, 2023

BUY
$124.91 - $143.8 $192,236 - $221,308
1,539 Added 25.44%
7,589 $988,000
Q4 2022

Feb 06, 2023

BUY
$101.96 - $137.84 $38,438 - $51,965
377 Added 6.65%
6,050 $811,000
Q3 2022

Nov 23, 2022

BUY
$20.73 - $120.58 $4,394 - $25,562
212 Added 3.88%
5,673 $592,000
Q2 2022

Aug 01, 2022

SELL
$112.61 - $135.91 $2,364 - $2,854
-21 Reduced 0.38%
5,461 $614,000
Q1 2022

May 02, 2022

BUY
$128.3 - $168.44 $32,331 - $42,446
252 Added 4.82%
5,482 $676,000
Q1 2022

Apr 14, 2022

BUY
$128.3 - $168.44 $33,101 - $43,457
258 Added 5.19%
5,230 $712,000
Q4 2021

Feb 03, 2022

SELL
$153.94 - $171.78 $45,258 - $50,503
-294 Reduced 5.58%
4,972 $787,000
Q3 2021

Feb 23, 2022

SELL
$146.97 - $166.98 $81,127 - $92,172
-552 Reduced 9.49%
5,266 $862,000
Q2 2021

Feb 22, 2022

BUY
$147.37 - $166.44 $27,705 - $31,290
188 Added 3.34%
5,818 $905,000
Q1 2021

Feb 22, 2022

BUY
$125.65 - $157.65 $1,130 - $1,418
9 Added 0.16%
5,630 $857,000
Q4 2020

Feb 16, 2022

BUY
$96.54 - $127.07 $542,651 - $714,260
5,621 New
5,621 $714,000

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 $650B
  • 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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