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 3,837 shares of JPM stock, worth $843,295. This represents 0.61% of its overall portfolio holdings.

Number of Shares
3,837
Previous 3,897 1.54%
Holding current value
$843,295
Previous $780,000 0.51%
% of portfolio
0.61%
Previous 0.63%

Shares

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

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $645B
  • 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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