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 $851,407. This represents 0.19% of its overall portfolio holdings.

Number of Shares
3,844
Previous 3,912 1.74%
Holding current value
$851,407
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 $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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