Howard Wealth Management, LLC Jpmorgan Chase & CO Transaction History

Howard Wealth Management, LLC

$171 Million
Q3 2024

A detailed history of Howard Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Howard Wealth Management, LLC holds 3,853 shares of JPM stock, worth $957,663. This represents 0.47% of its overall portfolio holdings.

Number of Shares

3,853

Previous 3,837 0.42%

Holding current value

$957,663

Previous $776,000 4.64%

% of portfolio

0.47%

Previous 0.61%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$194.9 - $224.8 $3,118 - $3,596	16 Added 0.42%	3,853 $812,000
Q2 2024 Aug 02, 2024	SELL	$180.08 - $204.79 $10,804 - $12,287	-60 Reduced 1.54%	3,837 $776,000
Q1 2024 May 06, 2024	BUY	$167.09 - $200.3 $69,342 - $83,124	415 Added 11.92%	3,897 $780,000
Q4 2023 Feb 07, 2024	BUY	$135.69 - $170.3 $62,417 - $78,338	460 Added 15.22%	3,482 $592,000
Q3 2023 Nov 01, 2023	SELL	$143.21 - $158.0 $5,728 - $6,320	-40 Reduced 1.31%	3,022 $438,000
Q1 2023 May 04, 2023	BUY	$124.91 - $143.8 $9,368 - $10,785	75 Added 2.51%	3,062 $399,000
Q4 2022 Jan 26, 2023	SELL	$101.96 - $137.84 $3,568 - $4,824	-35 Reduced 1.16%	2,987 $0
Q3 2022 Nov 01, 2022	BUY	$20.73 - $120.58 $62,646 - $364,392	3,022 New	3,022 $315,000
Q2 2022 Aug 09, 2022	SELL	$112.61 - $135.91 $326,681 - $394,274	-2,901 Closed	0 $0
Q1 2022 Apr 20, 2022	SELL	$128.3 - $168.44 $11,675 - $15,328	-91 Reduced 3.04%	2,901 $395,000
Q4 2021 Jan 18, 2022	BUY	$153.94 - $171.78 $38,638 - $43,116	251 Added 9.16%	2,992 $473,000
Q3 2021 Oct 19, 2021	SELL	$146.97 - $166.98 $24,250 - $27,551	-165 Reduced 5.68%	2,741 $448,000
Q2 2021 Jul 27, 2021	BUY	$147.37 - $166.44 $3,684 - $4,161	25 Added 0.87%	2,906 $451,000
Q1 2021 Apr 23, 2021	BUY	$125.65 - $157.65 $6,408 - $8,040	51 Added 1.8%	2,881 $438,000
Q4 2020 Feb 02, 2021	SELL	$96.54 - $127.07 $21,045 - $27,701	-218 Reduced 7.15%	2,830 $359,000
Q3 2020 Oct 29, 2020	SELL	$91.28 - $103.82 $42,536 - $48,380	-466 Reduced 13.26%	3,048 $293,000
Q2 2020 Aug 03, 2020	SELL	$84.03 - $113.45 $4,201 - $5,672	-50 Reduced 1.4%	3,514 $330,000
Q1 2020 May 04, 2020	SELL	$79.03 - $141.09 $87,644 - $156,468	-1,109 Reduced 23.73%	3,564 $320,000
Q4 2019 Feb 05, 2020	BUY	$111.82 - $139.4 $522,534 - $651,416	4,673 New	4,673 $651,000

Others Institutions Holding JPM

# of Institutions

4,613

Shares Held

1.96B

Call Options Held

29.8M

Put Options Held

35.7M

View Full List

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Howard Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Howard Wealth Management, LLC with notifications on news.

Account

Howard Wealth Management, LLC Jpmorgan Chase & CO Transaction History