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 5,690 shares of JPM stock, worth $1.17 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
5,690
Previous 5,642 0.85%
Holding current value
$1.17 Million
Previous $1.13 Million 1.77%
% of portfolio
0.27%
Previous 0.27%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $602B
  • 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 Great Point Wealth Advisors, LLC Portfolio

Follow Great Point Wealth Advisors, 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 Great Point Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Great Point Wealth Advisors, LLC with notifications on news.