A detailed history of Gen Wealth Group, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Gen Wealth Group, Inc. holds 3,844 shares of JPM stock, worth $959,923. This represents 0.19% of its overall portfolio holdings.

Number of Shares
3,844
Previous 3,912 1.74%
Holding current value
$959,923
Previous $791,000 2.4%
% of portfolio
0.19%
Previous 0.2%

Shares

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

Oct 11, 2024

SELL
$194.9 - $224.8 $13,253 - $15,286
-68 Reduced 1.74%
3,844 $810,000
Q2 2024

Jul 17, 2024

SELL
$180.08 - $204.79 $1,800 - $2,047
-10 Reduced 0.25%
3,912 $791,000
Q1 2024

Apr 11, 2024

BUY
$167.09 - $200.3 $4,010 - $4,807
24 Added 0.62%
3,922 $785,000
Q4 2023

Jan 11, 2024

SELL
$135.69 - $170.3 $112,758 - $141,519
-831 Reduced 17.57%
3,898 $663,000
Q1 2022

May 05, 2022

BUY
$128.3 - $168.44 $18,860 - $24,760
147 Added 3.21%
4,729 $645,000
Q2 2021

Jul 26, 2021

SELL
$147.37 - $166.44 $71,621 - $80,889
-486 Reduced 9.59%
4,582 $712,000
Q2 2020

Jul 16, 2020

SELL
$84.03 - $113.45 $1,260 - $1,701
-15 Reduced 0.3%
5,068 $473,000
Q2 2019

Jul 10, 2019

BUY
$104.64 - $116.12 $1,569 - $1,741
15 Added 0.3%
5,083 $578,000
Q1 2019

Apr 08, 2019

BUY
$97.11 - $107.19 $24,277 - $26,797
250 Added 5.19%
5,068 $530,000
Q3 2018

Oct 09, 2018

BUY
$103.61 - $118.63 $6,216 - $7,117
60 Added 1.26%
4,818 $549,000
Q4 2017

Feb 01, 2018

BUY
$95.86 - $107.83 $55,502 - $62,433
579 Added 13.85%
4,758 $543,000
Q2 2017

Aug 10, 2017

BUY
N/A
4,179
4,179 $381,000

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 $732B
  • 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 Gen Wealth Group, Inc. Portfolio

Follow Gen Wealth Group, Inc. 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 Gen Wealth Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Gen Wealth Group, Inc. with notifications on news.