A detailed history of Guardian Wealth Management, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Guardian Wealth Management, Inc. holds 725 shares of JPM stock, worth $148,472. This represents 0.12% of its overall portfolio holdings.

Number of Shares
725
Previous 721 0.55%
Holding current value
$148,472
Previous $122,000 18.85%
% of portfolio
0.12%
Previous 0.11%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

BUY
$167.09 - $200.3 $668 - $801
4 Added 0.55%
725 $145,000
Q4 2023

Feb 14, 2024

BUY
$135.69 - $170.3 $814 - $1,021
6 Added 0.84%
721 $122,000
Q3 2023

Oct 31, 2023

BUY
$143.21 - $158.0 $572 - $632
4 Added 0.56%
715 $103,000
Q2 2023

Aug 14, 2023

BUY
$127.47 - $145.44 $637 - $727
5 Added 0.71%
711 $103,000
Q1 2023

May 09, 2023

BUY
$124.91 - $143.8 $2,997 - $3,451
24 Added 3.52%
706 $91,000
Q4 2022

Feb 10, 2023

SELL
$101.96 - $137.84 $305 - $413
-3 Reduced 0.44%
682 $91,000
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $41 - $241
2 Added 0.29%
685 $72,000
Q2 2022

Aug 15, 2022

BUY
$112.61 - $135.91 $225 - $271
2 Added 0.29%
683 $77,000
Q1 2022

May 13, 2022

BUY
$128.3 - $168.44 $256 - $336
2 Added 0.29%
681 $93,000
Q4 2021

Feb 15, 2022

BUY
$153.94 - $171.78 $104,525 - $116,638
679 New
679 $108,000

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 $601B
  • 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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