A detailed history of Global Wealth Management Investment Advisory, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Global Wealth Management Investment Advisory, Inc. holds 42,805 shares of JPM stock, worth $9.04 Million. This represents 2.02% of its overall portfolio holdings.

Number of Shares
42,805
Previous 41,366 3.48%
Holding current value
$9.04 Million
Previous $8.29 Million 4.49%
% of portfolio
2.02%
Previous 2.03%

Shares

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

Aug 05, 2024

BUY
$180.08 - $204.79 $259,135 - $294,692
1,439 Added 3.48%
42,805 $8.66 Million
Q1 2024

May 10, 2024

SELL
$167.09 - $200.3 $322,984 - $387,179
-1,933 Reduced 4.46%
41,366 $8.29 Million
Q4 2023

Feb 05, 2024

SELL
$135.69 - $170.3 $50,069 - $62,840
-369 Reduced 0.85%
43,299 $7.37 Million
Q3 2023

Nov 06, 2023

BUY
$143.21 - $158.0 $70,029 - $77,262
489 Added 1.13%
43,668 $6.33 Million
Q2 2023

Aug 10, 2023

BUY
$127.47 - $145.44 $139,579 - $159,256
1,095 Added 2.6%
43,179 $6.28 Million
Q1 2023

May 08, 2023

BUY
$124.91 - $143.8 $167,504 - $192,835
1,341 Added 3.29%
42,084 $5.48 Million
Q4 2022

Feb 07, 2023

BUY
$101.96 - $137.84 $59,034 - $79,809
579 Added 1.44%
40,743 $5.46 Million
Q3 2022

Nov 09, 2022

BUY
$20.73 - $120.58 $75,560 - $439,514
3,645 Added 9.98%
40,164 $4.2 Million
Q3 2022

Oct 19, 2022

SELL
$20.73 - $120.58 $42,994 - $250,082
-2,074 Reduced 5.37%
36,519 $3.82 Million
Q2 2022

Aug 15, 2022

BUY
$112.61 - $135.91 $729,149 - $880,017
6,475 Added 20.16%
38,593 $4.35 Million
Q1 2022

May 17, 2022

BUY
$128.3 - $168.44 $125,990 - $165,408
982 Added 3.15%
32,118 $4.38 Million
Q4 2021

Feb 15, 2022

BUY
$153.94 - $171.78 $82,819 - $92,417
538 Added 1.76%
31,136 $4.93 Million
Q3 2021

Nov 16, 2021

BUY
$146.97 - $166.98 $250,730 - $284,867
1,706 Added 5.9%
30,598 $5.01 Million
Q2 2021

Aug 11, 2021

BUY
$147.37 - $166.44 $89,158 - $100,696
605 Added 2.14%
28,892 $4.49 Million
Q1 2021

May 17, 2021

SELL
$125.65 - $157.65 $180,056 - $225,912
-1,433 Reduced 4.82%
28,287 $4.31 Million
Q4 2020

Feb 16, 2021

BUY
$96.54 - $127.07 $36,395 - $47,905
377 Added 1.28%
29,720 $3.78 Million
Q3 2020

Nov 16, 2020

BUY
$91.28 - $103.82 $294,012 - $334,404
3,221 Added 12.33%
29,343 $2.83 Million
Q2 2020

Aug 12, 2020

BUY
$84.03 - $113.45 $184,277 - $248,795
2,193 Added 9.16%
26,122 $2.46 Million
Q1 2020

May 14, 2020

BUY
$79.03 - $141.09 $532,267 - $950,241
6,735 Added 39.17%
23,929 $2.15 Million
Q4 2019

Feb 14, 2020

SELL
$111.82 - $139.4 $81,181 - $101,204
-726 Reduced 4.05%
17,194 $2.4 Million
Q3 2019

Nov 14, 2019

BUY
$104.8 - $120.23 $60,679 - $69,613
579 Added 3.34%
17,920 $2.11 Million
Q2 2019

Aug 20, 2019

BUY
$104.64 - $116.12 $113,429 - $125,874
1,084 Added 6.67%
17,341 $1.94 Million
Q1 2019

May 10, 2019

BUY
$97.11 - $107.19 $159,357 - $175,898
1,641 Added 11.23%
16,257 $1.65 Million
Q4 2018

Feb 14, 2019

BUY
$92.14 - $115.32 $1.35 Million - $1.69 Million
14,616 New
14,616 $1.43 Million

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 $619B
  • 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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