A detailed history of Golden State Equity Partners transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Golden State Equity Partners holds 2,176 shares of JPM stock, worth $478,241. This represents 0.25% of its overall portfolio holdings.

Number of Shares
2,176
Previous 31,919 93.18%
Holding current value
$478,241
Previous $6.73 Million 93.19%
% of portfolio
0.25%
Previous 1.53%

Shares

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

Oct 29, 2024

SELL
$194.9 - $224.8 $5.8 Million - $6.69 Million
-29,743 Reduced 93.18%
2,176 $458,000
Q3 2024

Oct 25, 2024

SELL
$194.9 - $224.8 $38,395 - $44,285
-197 Reduced 0.61%
31,919 $6.73 Million
Q2 2024

Jul 29, 2024

SELL
$180.08 - $204.79 $175,397 - $199,465
-974 Reduced 2.94%
32,116 $6.5 Million
Q4 2023

Feb 02, 2024

BUY
$135.69 - $170.3 $66,759 - $83,787
492 Added 1.51%
33,090 $5.63 Million
Q3 2023

Oct 20, 2023

BUY
$143.21 - $158.0 $259,782 - $286,612
1,814 Added 5.89%
32,598 $4.73 Million
Q2 2023

Jul 19, 2023

BUY
$127.47 - $145.44 $709,243 - $809,228
5,564 Added 22.06%
30,784 $4.48 Million
Q1 2023

Jun 01, 2023

BUY
$124.91 - $143.8 $36,973 - $42,564
296 Added 1.19%
25,220 $3.29 Billion
Q1 2022

May 18, 2022

BUY
$128.3 - $168.44 $1.02 Million - $1.34 Million
7,934 Added 46.7%
24,924 $3.4 Million
Q1 2022

May 16, 2022

SELL
$128.3 - $168.44 $297,784 - $390,949
-2,321 Reduced 12.02%
16,990 $2.59 Million
Q4 2021

Feb 11, 2022

BUY
$153.94 - $171.78 $12,469 - $13,914
81 Added 0.42%
19,311 $3.06 Million
Q3 2021

Nov 15, 2021

BUY
$146.97 - $166.98 $162,254 - $184,345
1,104 Added 6.09%
19,230 $3.15 Million
Q2 2021

Aug 12, 2021

BUY
$147.37 - $166.44 $167,412 - $189,075
1,136 Added 6.69%
18,126 $2.82 Million
Q1 2021

May 13, 2021

SELL
$125.65 - $157.65 $29,653 - $37,205
-236 Reduced 1.37%
16,990 $2.59 Million
Q4 2020

Feb 08, 2021

BUY
$96.54 - $127.07 $1.66 Million - $2.19 Million
17,226 New
17,226 $2.19 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 $645B
  • 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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