A detailed history of Gitterman Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Gitterman Wealth Management, LLC holds 1,547 shares of JPM stock, worth $367,567. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,547
Previous 1,547 -0.0%
Holding current value
$367,567
Previous $312,000 4.49%
% of portfolio
0.14%
Previous 0.12%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024

SELL
$167.09 - $200.3 $111,281 - $133,399
-666 Reduced 30.09%
1,547 $309,000
Q4 2023

Feb 05, 2024

SELL
$135.69 - $170.3 $121,713 - $152,759
-897 Reduced 28.84%
2,213 $376,000
Q3 2023

Nov 02, 2023

SELL
$143.21 - $158.0 $5,585 - $6,162
-39 Reduced 1.24%
3,110 $451,000
Q4 2022

Feb 13, 2023

SELL
$101.96 - $137.84 $2,956 - $3,997
-29 Reduced 0.91%
3,149 $422,000
Q3 2022

Oct 27, 2022

BUY
$20.73 - $120.58 $2,860 - $16,640
138 Added 4.54%
3,178 $332,000
Q2 2022

Aug 03, 2022

SELL
$112.61 - $135.91 $112,610 - $135,910
-1,000 Reduced 24.75%
3,040 $342,000
Q1 2022

May 12, 2022

BUY
$128.3 - $168.44 $69,410 - $91,126
541 Added 15.46%
4,040 $551,000
Q4 2021

Feb 01, 2022

SELL
$153.94 - $171.78 $21,859 - $24,392
-142 Reduced 3.9%
3,499 $554,000
Q1 2021

May 14, 2021

BUY
$125.65 - $157.65 $457,491 - $574,003
3,641 New
3,641 $554,000

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 $697B
  • 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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