A detailed history of Inspirion Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Inspirion Wealth Advisors, LLC holds 2,914 shares of JPM stock, worth $694,581. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,914
Previous 3,089 5.67%
Holding current value
$694,581
Previous $624,000 1.6%
% of portfolio
0.09%
Previous 0.1%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 04, 2024

SELL
$194.9 - $224.8 $34,107 - $39,340
-175 Reduced 5.67%
2,914 $614,000
Q1 2024

Apr 12, 2024

BUY
$167.09 - $200.3 $16,709 - $20,030
100 Added 3.35%
3,089 $618,000
Q4 2023

Jan 10, 2024

SELL
$135.69 - $170.3 $92,404 - $115,974
-681 Reduced 18.56%
2,989 $508,000
Q3 2023

Oct 13, 2023

BUY
$143.21 - $158.0 $2,148 - $2,370
15 Added 0.41%
3,670 $532,000
Q2 2023

Jul 20, 2023

BUY
$127.47 - $145.44 $44,359 - $50,613
348 Added 10.52%
3,655 $531,000
Q1 2023

Apr 07, 2023

BUY
$124.91 - $143.8 $31,477 - $36,237
252 Added 8.25%
3,307 $430,000
Q4 2022

Jan 18, 2023

SELL
$101.96 - $137.84 $10,705 - $14,473
-105 Reduced 3.32%
3,055 $0
Q3 2022

Oct 18, 2022

BUY
$20.73 - $120.58 $3,835 - $22,307
185 Added 6.22%
3,160 $330,000
Q2 2022

Jul 27, 2022

BUY
$112.61 - $135.91 $335,014 - $404,332
2,975 New
2,975 $327,000
Q1 2020

Apr 23, 2020

SELL
$79.03 - $141.09 $129,846 - $231,810
-1,643 Closed
0 $0
Q4 2019

Jan 14, 2020

BUY
$111.82 - $139.4 $183,720 - $229,034
1,643 New
1,643 $229,000
Q1 2018

Apr 18, 2018

SELL
$107.01 - $118.77 $237,883 - $264,025
-2,223 Closed
0 $0
Q3 2017

Nov 14, 2017

BUY
$88.42 - $95.51 $196,557 - $212,318
2,223
2,223 $212,000

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 $699B
  • 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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