A detailed history of Horizons Wealth Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Horizons Wealth Management holds 278 shares of JPM stock, worth $69,096. This represents 0.04% of its overall portfolio holdings.

Number of Shares
278
Previous 278 -0.0%
Holding current value
$69,096
Previous $56,000 3.57%
% of portfolio
0.04%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 12, 2023

SELL
$143.21 - $158.0 $10,024 - $11,060
-70 Reduced 20.11%
278 $40,000
Q2 2023

Jul 03, 2023

BUY
$127.47 - $145.44 $3,824 - $4,363
30 Added 9.43%
348 $50,000
Q2 2022

Aug 19, 2022

BUY
$112.61 - $135.91 $35,809 - $43,219
318 New
318 $39,000

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 $729B
  • 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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