A detailed history of Future Financial Wealth Managment LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Future Financial Wealth Managment LLC holds 3,067 shares of JPM stock, worth $645,296. This represents 0.55% of its overall portfolio holdings.

Number of Shares
3,067
Previous 4,628 33.73%
Holding current value
$645,296
Previous $926,000 33.05%
% of portfolio
0.55%
Previous 0.72%

Shares

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

Jul 16, 2024

SELL
$180.08 - $204.79 $281,104 - $319,677
-1,561 Reduced 33.73%
3,067 $620,000
Q1 2024

Apr 15, 2024

SELL
$167.09 - $200.3 $16,709 - $20,030
-100 Reduced 2.12%
4,628 $926,000
Q3 2023

Oct 20, 2023

BUY
$143.21 - $158.0 $89,792 - $99,066
627 Added 15.29%
4,728 $685,000
Q2 2023

Jul 18, 2023

SELL
$127.47 - $145.44 $127,470 - $145,440
-1,000 Reduced 19.6%
4,101 $596,000
Q1 2023

Apr 04, 2023

SELL
$124.91 - $143.8 $1,873 - $2,157
-15 Reduced 0.29%
5,101 $664,000
Q4 2022

Jan 05, 2023

BUY
$101.96 - $137.84 $4,588 - $6,202
45 Added 0.89%
5,116 $0
Q3 2022

Oct 13, 2022

BUY
$20.73 - $120.58 $11,816 - $68,730
570 Added 12.66%
5,071 $571,000
Q1 2022

May 03, 2022

SELL
$128.3 - $168.44 $309,074 - $405,771
-2,409 Reduced 34.86%
4,501 $614,000
Q4 2021

Jan 07, 2022

BUY
$153.94 - $171.78 $30,326 - $33,840
197 Added 2.93%
6,910 $1.12 Million
Q2 2021

Aug 04, 2021

SELL
$147.37 - $166.44 $98,885 - $111,681
-671 Reduced 9.09%
6,713 $1.04 Million
Q1 2021

May 05, 2021

BUY
$125.65 - $157.65 $27,140 - $34,052
216 Added 3.01%
7,384 $1.12 Million
Q4 2020

Feb 03, 2021

BUY
$96.54 - $127.07 $691,998 - $910,837
7,168 New
7,168 $911,000

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 $617B
  • 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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