A detailed history of Iag Wealth Partners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 1,070 shares of JPM stock, worth $236,994. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,070
Previous 1,070 -0.0%
Holding current value
$236,994
Previous $216,000 4.17%
% of portfolio
0.04%
Previous 0.04%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024

BUY
$180.08 - $204.79 $9,904 - $11,263
55 Added 5.42%
1,070 $216,000
Q1 2024

Apr 24, 2024

SELL
$167.09 - $200.3 $2,506 - $3,004
-15 Reduced 1.46%
1,015 $203,000
Q4 2023

Feb 02, 2024

BUY
$135.69 - $170.3 $4,477 - $5,619
33 Added 3.31%
1,030 $175,000
Q2 2023

Aug 10, 2023

SELL
$127.47 - $145.44 $25,494 - $29,088
-200 Reduced 16.71%
997 $145,000
Q1 2023

Apr 25, 2023

BUY
$124.91 - $143.8 $24,982 - $28,760
200 Added 20.06%
1,197 $155,000
Q4 2022

Feb 08, 2023

SELL
$101.96 - $137.84 $9,686 - $13,094
-95 Reduced 8.7%
997 $133,000
Q3 2022

Oct 26, 2022

BUY
$20.73 - $120.58 $4,249 - $24,718
205 Added 23.11%
1,092 $114,000
Q2 2022

Aug 03, 2022

SELL
$112.61 - $135.91 $13,287 - $16,037
-118 Reduced 11.74%
887 $100,000
Q1 2022

May 04, 2022

BUY
$128.3 - $168.44 $11,803 - $15,496
92 Added 10.08%
1,005 $137,000
Q4 2021

Feb 14, 2022

BUY
$153.94 - $171.78 $4,002 - $4,466
26 Added 2.93%
913 $145,000
Q2 2021

Aug 04, 2021

BUY
$147.37 - $166.44 $2,505 - $2,829
17 Added 1.95%
887 $138,000
Q1 2021

Apr 29, 2021

SELL
$125.65 - $157.65 $11,308 - $14,188
-90 Reduced 9.38%
870 $133,000
Q3 2020

Feb 11, 2021

SELL
$91.28 - $103.82 $1,186 - $1,349
-13 Reduced 1.34%
960 $93,000
Q2 2020

Feb 11, 2021

SELL
$84.03 - $113.45 $1,512 - $2,042
-18 Reduced 1.82%
973 $92,000
Q1 2020

Feb 11, 2021

SELL
$79.03 - $141.09 $12,644 - $22,574
-160 Reduced 13.9%
991 $90,000
Q4 2019

Feb 11, 2021

BUY
$111.82 - $139.4 $128,704 - $160,449
1,151 New
1,151 $161,000

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 $650B
  • 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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