A detailed history of Hbw Advisory Services LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Hbw Advisory Services LLC holds 4,355 shares of JPM stock, worth $902,747. This represents 0.16% of its overall portfolio holdings.

Number of Shares
4,355
Previous 4,264 2.13%
Holding current value
$902,747
Previous $854,000 3.04%
% of portfolio
0.16%
Previous 0.15%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 05, 2024

BUY
$180.08 - $204.79 $16,387 - $18,635
91 Added 2.13%
4,355 $880,000
Q4 2023

Jan 16, 2024

SELL
$135.69 - $170.3 $249,669 - $313,352
-1,840 Reduced 30.14%
4,264 $725,000
Q3 2023

Oct 11, 2023

BUY
$143.21 - $158.0 $63,585 - $70,152
444 Added 7.84%
6,104 $885,000
Q2 2023

Jul 05, 2023

BUY
$127.47 - $145.44 $94,455 - $107,771
741 Added 15.06%
5,660 $823,000
Q1 2023

Apr 07, 2023

SELL
$124.91 - $143.8 $25,731 - $29,622
-206 Reduced 4.02%
4,919 $641,000
Q3 2022

Oct 05, 2022

BUY
$20.73 - $120.58 $11,733 - $68,248
566 Added 12.42%
5,125 $535,000
Q2 2022

Jul 13, 2022

SELL
$112.61 - $135.91 $205,400 - $247,899
-1,824 Reduced 28.58%
4,559 $513,000
Q1 2022

Apr 18, 2022

BUY
$128.3 - $168.44 $18,860 - $24,760
147 Added 2.36%
6,383 $870,000
Q4 2021

Jan 11, 2022

SELL
$153.94 - $171.78 $79,740 - $88,982
-518 Reduced 7.67%
6,236 $987,000
Q3 2021

Oct 08, 2021

SELL
$146.97 - $166.98 $74,807 - $84,992
-509 Reduced 7.01%
6,754 $1.11 Million
Q2 2021

Jul 15, 2021

BUY
$147.37 - $166.44 $268,360 - $303,087
1,821 Added 33.46%
7,263 $1.13 Million
Q1 2021

Apr 13, 2021

SELL
$125.65 - $157.65 $109,064 - $136,840
-868 Reduced 13.76%
5,442 $828,000
Q4 2020

Jan 12, 2021

BUY
$96.54 - $127.07 $106,097 - $139,649
1,099 Added 21.09%
6,310 $802,000
Q3 2020

Oct 14, 2020

BUY
$91.28 - $103.82 $20,081 - $22,840
220 Added 4.41%
5,211 $502,000
Q2 2020

Jul 08, 2020

BUY
$84.03 - $113.45 $419,393 - $566,228
4,991 New
4,991 $469,000
Q1 2020

Apr 30, 2020

SELL
$79.03 - $141.09 $337,458 - $602,454
-4,270 Closed
0 $0
Q4 2019

Jan 16, 2020

BUY
$111.82 - $139.4 $477,471 - $595,238
4,270 New
4,270 $585,000

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 $608B
  • 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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