A detailed history of Journey Strategic Wealth LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 12,001 shares of JPM stock, worth $2.43 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
12,001
Previous 9,405 27.6%
Holding current value
$2.43 Million
Previous $1.6 Million 50.28%
% of portfolio
0.11%
Previous 0.08%

Shares

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

May 13, 2024

BUY
$167.09 - $200.3 $433,765 - $519,978
2,596 Added 27.6%
12,001 $2.4 Million
Q4 2023

Feb 09, 2024

BUY
$135.69 - $170.3 $72,051 - $90,429
531 Added 5.98%
9,405 $1.6 Million
Q3 2023

Nov 08, 2023

SELL
$143.21 - $158.0 $166,839 - $184,070
-1,165 Reduced 11.6%
8,874 $1.29 Million
Q2 2023

Aug 14, 2023

SELL
$127.47 - $145.44 $158,700 - $181,072
-1,245 Reduced 11.03%
10,039 $1.46 Million
Q1 2023

May 11, 2023

SELL
$124.91 - $143.8 $104,050 - $119,785
-833 Reduced 6.87%
11,284 $1.47 Million
Q4 2022

Feb 14, 2023

BUY
$101.96 - $137.84 $373,071 - $504,356
3,659 Added 43.26%
12,117 $1.63 Million
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $47,057 - $273,716
2,270 Added 36.68%
8,458 $885,000
Q2 2022

Aug 15, 2022

SELL
$112.61 - $135.91 $35,246 - $42,539
-313 Reduced 4.81%
6,188 $697,000
Q1 2022

May 16, 2022

BUY
$128.3 - $168.44 $103,024 - $135,257
803 Added 14.09%
6,501 $886,000
Q4 2021

Feb 14, 2022

BUY
$153.94 - $171.78 $877,150 - $978,802
5,698 New
5,698 $902,000

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 $593B
  • 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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