A detailed history of Great Point Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Great Point Wealth Advisors, LLC holds 5,812 shares of JPM stock, worth $1.41 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
5,812
Previous 5,690 2.14%
Holding current value
$1.41 Million
Previous $1.15 Million 6.52%
% of portfolio
0.27%
Previous 0.27%

Shares

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

Oct 18, 2024

BUY
$194.9 - $224.8 $23,777 - $27,425
122 Added 2.14%
5,812 $1.23 Million
Q2 2024

Jul 29, 2024

BUY
$180.08 - $204.79 $8,643 - $9,829
48 Added 0.85%
5,690 $1.15 Million
Q3 2023

Oct 13, 2023

SELL
$143.21 - $158.0 $2,577 - $2,844
-18 Reduced 0.32%
5,642 $818,000
Q2 2023

Aug 02, 2023

BUY
$127.47 - $145.44 $13,894 - $15,852
109 Added 1.96%
5,660 $823,000
Q4 2022

Feb 07, 2023

SELL
$101.96 - $137.84 $10,196 - $13,784
-100 Reduced 1.77%
5,551 $744,000
Q3 2022

Nov 09, 2022

SELL
$20.73 - $120.58 $4,146 - $24,116
-200 Reduced 3.42%
5,651 $590,000
Q2 2022

Aug 25, 2022

BUY
$112.61 - $135.91 $79,953 - $96,496
710 Added 13.81%
5,851 $659,000
Q2 2020

Jul 24, 2020

SELL
$84.03 - $113.45 $3,949 - $5,332
-47 Reduced 0.91%
5,141 $483,000
Q1 2020

May 13, 2020

BUY
$79.03 - $141.09 $3,714 - $6,631
47 Added 0.91%
5,188 $467,000
Q3 2019

Oct 17, 2019

SELL
$104.8 - $120.23 $26,200 - $30,057
-250 Reduced 4.64%
5,141 $605,000
Q2 2019

Aug 06, 2019

BUY
$104.64 - $116.12 $26,160 - $29,030
250 Added 4.86%
5,391 $602,000
Q4 2018

Feb 14, 2019

BUY
$92.14 - $115.32 $473,691 - $592,860
5,141 New
5,141 $501,000

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
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