A detailed history of High Mark Wealth Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, High Mark Wealth Management LLC holds 25 shares of JPM stock, worth $6,132. This represents 0.0% of its overall portfolio holdings.

Number of Shares
25
Holding current value
$6,132
% of portfolio
0.0%

Shares

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

Oct 17, 2024

BUY
$194.9 - $224.8 $4,872 - $5,620
25 New
25 $5,000
Q1 2024

Apr 26, 2024

SELL
$167.09 - $200.3 $10,192 - $12,218
-61 Closed
0 $0
Q4 2023

Jan 22, 2024

BUY
$135.69 - $170.3 $135 - $170
1 Added 1.67%
61 $10,000
Q3 2023

Oct 18, 2023

SELL
$143.21 - $158.0 $7,017 - $7,742
-49 Reduced 44.95%
60 $8,000
Q2 2023

Jul 26, 2023

BUY
$127.47 - $145.44 $9,050 - $10,326
71 Added 186.84%
109 $15,000
Q1 2023

Apr 20, 2023

SELL
$124.91 - $143.8 $15,488 - $17,831
-124 Reduced 76.54%
38 $4,000
Q4 2022

Feb 01, 2023

BUY
$101.96 - $137.84 $203 - $275
2 Added 1.25%
162 $21,000
Q3 2022

Oct 21, 2022

BUY
$20.73 - $120.58 $20 - $120
1 Added 0.63%
160 $17,000
Q2 2022

Jul 19, 2022

BUY
$112.61 - $135.91 $112 - $135
1 Added 0.63%
159 $18,000
Q1 2022

Apr 25, 2022

BUY
$128.3 - $168.44 $128 - $168
1 Added 0.64%
158 $21,000
Q4 2021

Jan 20, 2022

BUY
$153.94 - $171.78 $153 - $171
1 Added 0.64%
157 $25,000
Q3 2021

Nov 01, 2021

BUY
$146.97 - $166.98 $146 - $166
1 Added 0.65%
156 $25,000
Q2 2021

Aug 02, 2021

SELL
$147.37 - $166.44 $5,305 - $5,991
-36 Reduced 18.85%
155 $24,000
Q1 2021

Apr 22, 2021

SELL
$125.65 - $157.65 $3,141 - $3,941
-25 Reduced 11.57%
191 $29,000
Q4 2020

Jan 27, 2021

SELL
$96.54 - $127.07 $1,641 - $2,160
-17 Reduced 7.3%
216 $27,000
Q3 2020

Oct 26, 2020

SELL
$91.28 - $103.82 $9,036 - $10,278
-99 Reduced 29.82%
233 $22,000
Q2 2020

Jul 22, 2020

BUY
$84.03 - $113.45 $26,889 - $36,304
320 Added 2666.67%
332 $22,000
Q1 2020

Apr 30, 2020

BUY
$79.03 - $141.09 $948 - $1,693
12 New
12 $1,000

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 $720B
  • 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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