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 8,442 shares of JPM stock, worth $2.04 Million. This represents 1.53% of its overall portfolio holdings.

Number of Shares
8,442
Previous 8,253 2.29%
Holding current value
$2.04 Million
Previous $1.67 Million 6.65%
% of portfolio
1.53%
Previous 1.59%

Shares

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

Oct 03, 2024

BUY
$194.9 - $224.8 $36,836 - $42,487
189 Added 2.29%
8,442 $1.78 Million
Q2 2024

Jul 19, 2024

BUY
$180.08 - $204.79 $119,393 - $135,775
663 Added 8.74%
8,253 $1.67 Million
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 $708B
  • 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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