A detailed history of Hfr Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Hfr Wealth Management, LLC holds 1,845 shares of JPM stock, worth $460,733. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,845
Previous 1,845 -0.0%
Holding current value
$460,733
Previous $373,000 4.02%
% of portfolio
0.09%
Previous 0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 13, 2023

BUY
$101.96 - $137.84 $188,116 - $254,314
1,845 New
1,845 $247,000
Q1 2022

May 10, 2022

SELL
$128.3 - $168.44 $20,399 - $26,781
-159 Reduced 7.93%
1,845 $252,000
Q3 2021

Nov 10, 2021

SELL
$146.97 - $166.98 $21,163 - $24,045
-144 Reduced 6.7%
2,004 $328,000
Q2 2021

Aug 12, 2021

BUY
$147.37 - $166.44 $316,550 - $357,513
2,148 New
2,148 $334,000

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 $732B
  • 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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