A detailed history of Garrett Wealth Advisory Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Garrett Wealth Advisory Group, LLC holds 2,694 shares of JPM stock, worth $552,754. This represents 0.2% of its overall portfolio holdings.

Number of Shares
2,694
Previous 1,508 78.65%
Holding current value
$552,754
Previous $302,000 80.13%
% of portfolio
0.2%
Previous 0.12%

Shares

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

Jul 19, 2024

BUY
$180.08 - $204.79 $213,574 - $242,880
1,186 Added 78.65%
2,694 $544,000
Q1 2024

Apr 29, 2024

BUY
$167.09 - $200.3 $167 - $200
1 Added 0.07%
1,508 $302,000
Q4 2023

Feb 14, 2024

BUY
$135.69 - $170.3 $7,870 - $9,877
58 Added 4.0%
1,507 $256,000
Q3 2023

Nov 09, 2023

BUY
$143.21 - $158.0 $207,511 - $228,942
1,449 New
1,449 $210,000
Q4 2019

Jan 28, 2020

SELL
$111.82 - $139.4 $45,622 - $56,875
-408 Closed
0 $0
Q3 2019

Oct 18, 2019

BUY
$104.8 - $120.23 $42,758 - $49,053
408 New
408 $48,000

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 $602B
  • 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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