A detailed history of Hb Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Hb Wealth Management, LLC holds 162,915 shares of JPM stock, worth $39.5 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
162,915
Previous 160,229 1.68%
Holding current value
$39.5 Million
Previous $32.4 Million 5.96%
% of portfolio
0.37%
Previous 0.38%

Shares

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

Oct 15, 2024

BUY
$194.9 - $224.8 $523,501 - $603,812
2,686 Added 1.68%
162,915 $34.3 Million
Q2 2024

Jul 26, 2024

BUY
$180.08 - $204.79 $1.69 Million - $1.92 Million
9,362 Added 6.21%
160,229 $32.4 Million
Q1 2024

Apr 30, 2024

BUY
$167.09 - $200.3 $748,897 - $897,744
4,482 Added 3.06%
150,867 $30.2 Million
Q4 2023

Jan 16, 2024

SELL
$135.69 - $170.3 $1.06 Million - $1.33 Million
-7,816 Reduced 5.07%
146,385 $24.9 Million
Q3 2023

Oct 13, 2023

BUY
$143.21 - $158.0 $2.2 Million - $2.43 Million
15,357 Added 11.06%
154,201 $22.4 Million
Q2 2023

Jul 13, 2023

BUY
$127.47 - $145.44 $1.17 Million - $1.33 Million
9,140 Added 7.05%
138,844 $20.2 Million
Q1 2023

Apr 13, 2023

BUY
$124.91 - $143.8 $496,017 - $571,029
3,971 Added 3.16%
129,704 $16.9 Million
Q4 2022

Jan 20, 2023

BUY
$101.96 - $137.84 $2.12 Million - $2.86 Million
20,769 Added 19.79%
125,733 $0
Q3 2022

Oct 19, 2022

BUY
$20.73 - $120.58 $355,415 - $2.07 Million
17,145 Added 19.52%
104,964 $11 Million
Q2 2022

Jul 15, 2022

BUY
$112.61 - $135.91 $2.22 Million - $2.68 Million
19,755 Added 29.02%
87,819 $9.89 Million
Q1 2022

May 16, 2022

BUY
$128.3 - $168.44 $3.11 Million - $4.08 Million
24,202 Added 55.18%
68,064 $9.28 Million
Q4 2021

Feb 15, 2022

BUY
$153.94 - $171.78 $6.75 Million - $7.53 Million
43,862 New
43,862 $6.95 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 $711B
  • 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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