Howard Wealth Management, LLC Jpmorgan Chase & CO Transaction History

Howard Wealth Management, LLC

$123 Million
Q1 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 3,897 shares of JPM stock, worth $817,512. This represents 0.63% of its overall portfolio holdings.

Number of Shares

3,897

Previous 3,482 11.92%

Holding current value

$817,512

Previous $592,000 31.76%

% of portfolio

0.63%

Previous 0.49%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

4,453

Shares Held

1.97B

Call Options Held

35.6M

Put Options Held

32.7M

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 $615B
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 ...

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Howard Wealth Management, LLC Jpmorgan Chase & CO Transaction History