A detailed history of Gps Wealth Strategies Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Gps Wealth Strategies Group, LLC holds 5,145 shares of JPM stock, worth $1.25 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
5,145
Previous 4,266 20.6%
Holding current value
$1.25 Million
Previous $862,000 25.75%
% of portfolio
0.15%
Previous 0.13%

Shares

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

Oct 29, 2024

BUY
$194.9 - $224.8 $171,317 - $197,599
879 Added 20.6%
5,145 $1.08 Million
Q2 2024

Jul 16, 2024

BUY
$180.08 - $204.79 $16,387 - $18,635
91 Added 2.18%
4,266 $862,000
Q1 2024

Apr 30, 2024

BUY
$167.09 - $200.3 $10,693 - $12,819
64 Added 1.56%
4,175 $836,000
Q4 2023

Jan 12, 2024

SELL
$135.69 - $170.3 $75,850 - $95,197
-559 Reduced 11.97%
4,111 $699,000
Q3 2023

Oct 25, 2023

SELL
$143.21 - $158.0 $31,792 - $35,076
-222 Reduced 4.54%
4,670 $677,000
Q2 2023

Jul 17, 2023

SELL
$127.47 - $145.44 $52,517 - $59,921
-412 Reduced 7.77%
4,892 $711,000
Q1 2023

Apr 17, 2023

BUY
$124.91 - $143.8 $662,522 - $762,715
5,304 New
5,304 $691,000
Q3 2022

Oct 17, 2022

SELL
$20.73 - $120.58 $4,622 - $26,889
-223 Reduced 4.14%
5,161 $539,000
Q2 2022

Jul 19, 2022

BUY
$112.61 - $135.91 $60,471 - $72,983
537 Added 11.08%
5,384 $606,000
Q1 2022

Apr 20, 2022

BUY
$128.3 - $168.44 $13,856 - $18,191
108 Added 2.28%
4,847 $661,000
Q4 2021

Feb 11, 2022

SELL
$153.94 - $171.78 $11,083 - $12,368
-72 Reduced 1.5%
4,739 $750,000
Q3 2021

Oct 20, 2021

SELL
$146.97 - $166.98 $2,351 - $2,671
-16 Reduced 0.33%
4,811 $788,000
Q2 2021

Jul 19, 2021

BUY
$147.37 - $166.44 $89,453 - $101,029
607 Added 14.38%
4,827 $751,000
Q1 2021

Apr 15, 2021

SELL
$125.65 - $157.65 $17,842 - $22,386
-142 Reduced 3.26%
4,220 $642,000
Q4 2020

Feb 05, 2021

SELL
$96.54 - $127.07 $41,222 - $54,258
-427 Reduced 8.92%
4,362 $554,000
Q3 2020

Feb 05, 2021

BUY
$91.28 - $103.82 $437,139 - $497,193
4,789 New
4,789 $461,000

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 $713B
  • 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 Gps Wealth Strategies Group, LLC Portfolio

Follow Gps Wealth Strategies Group, LLC 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 Gps Wealth Strategies Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gps Wealth Strategies Group, LLC with notifications on news.