A detailed history of Johnson & White Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Johnson & White Wealth Management, LLC holds 7,590 shares of JPM stock, worth $1.58 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares
7,590
Previous 7,332 3.52%
Holding current value
$1.58 Million
Previous $1.25 Million 21.89%
% of portfolio
1.11%
Previous 1.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 10, 2024

BUY
$167.09 - $200.3 $43,109 - $51,677
258 Added 3.52%
7,590 $1.52 Million
Q4 2023

Jan 17, 2024

SELL
$135.69 - $170.3 $201,635 - $253,065
-1,486 Reduced 16.85%
7,332 $1.25 Million
Q3 2023

Oct 12, 2023

SELL
$143.21 - $158.0 $5,441 - $6,004
-38 Reduced 0.43%
8,818 $1.28 Million
Q2 2023

Jul 25, 2023

SELL
$127.47 - $145.44 $1,529 - $1,745
-12 Reduced 0.14%
8,856 $1.29 Million
Q1 2023

Apr 17, 2023

BUY
$124.91 - $143.8 $1.11 Million - $1.28 Million
8,868 New
8,868 $1.16 Million
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $176,412 - $1.03 Million
8,510 New
8,510 $889,000

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 $609B
  • 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

Track Johnson & White Wealth Management, LLC Portfolio

Follow Johnson & White Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Johnson & White Wealth Management, LLC with notifications on news.