A detailed history of Horizon Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Horizon Wealth Management, LLC holds 5,028 shares of JPM stock, worth $1.02 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
5,028
Previous 4,855 3.56%
Holding current value
$1.02 Million
Previous $825,000 22.06%
% of portfolio
0.26%
Previous 0.23%

Shares

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

Apr 18, 2024

BUY
$167.09 - $200.3 $28,906 - $34,651
173 Added 3.56%
5,028 $1.01 Million
Q4 2023

Jan 22, 2024

BUY
$135.69 - $170.3 $8,684 - $10,899
64 Added 1.34%
4,855 $825,000
Q3 2023

Oct 24, 2023

BUY
$143.21 - $158.0 $4,439 - $4,898
31 Added 0.65%
4,791 $694,000
Q2 2023

Jul 31, 2023

BUY
$127.47 - $145.44 $1,784 - $2,036
14 Added 0.29%
4,760 $692,000
Q1 2023

May 11, 2023

BUY
$124.91 - $143.8 $144,895 - $166,808
1,160 Added 32.35%
4,746 $618,000
Q4 2022

Feb 09, 2023

SELL
$101.96 - $137.84 $3,364 - $4,548
-33 Reduced 0.91%
3,586 $480,000
Q3 2022

Nov 18, 2022

SELL
$20.73 - $120.58 $11,318 - $65,836
-546 Reduced 13.11%
3,619 $378,000
Q2 2022

Aug 02, 2022

BUY
$112.61 - $135.91 $7,544 - $9,105
67 Added 1.63%
4,165 $469,000
Q1 2022

May 12, 2022

SELL
$128.3 - $168.44 $147,031 - $193,032
-1,146 Reduced 21.85%
4,098 $559,000
Q4 2021

Feb 14, 2022

BUY
$153.94 - $171.78 $807,261 - $900,814
5,244 New
5,244 $830,000

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 $593B
  • 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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