A detailed history of Kfa Private Wealth Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Kfa Private Wealth Group, LLC holds 1,961 shares of JPM stock, worth $487,406. This represents 0.2% of its overall portfolio holdings.

Number of Shares
1,961
Previous 2,009 2.39%
Holding current value
$487,406
Previous $406,000 1.72%
% of portfolio
0.2%
Previous 0.21%

Shares

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

Oct 18, 2024

SELL
$194.9 - $224.8 $9,355 - $10,790
-48 Reduced 2.39%
1,961 $413,000
Q2 2024

Aug 07, 2024

SELL
$180.08 - $204.79 $85,538 - $97,275
-475 Reduced 19.12%
2,009 $406,000
Q1 2024

May 01, 2024

BUY
$167.09 - $200.3 $8,354 - $10,015
50 Added 2.05%
2,484 $497,000
Q4 2023

Feb 02, 2024

BUY
$135.69 - $170.3 $72,458 - $90,940
534 Added 28.11%
2,434 $414,000
Q3 2023

Oct 25, 2023

BUY
$143.21 - $158.0 $14,321 - $15,800
100 Added 5.56%
1,900 $275,000
Q2 2023

Jul 18, 2023

SELL
$127.47 - $145.44 $3,186 - $3,636
-25 Reduced 1.37%
1,800 $261,000
Q1 2023

May 05, 2023

BUY
$124.91 - $143.8 $874 - $1,006
7 Added 0.39%
1,825 $237,000
Q4 2022

Jan 31, 2023

BUY
$101.96 - $137.84 $185,363 - $250,593
1,818 New
1,818 $243,000
Q2 2022

Jul 18, 2022

SELL
$112.61 - $135.91 $6,756 - $8,154
-60 Reduced 3.22%
1,803 $203,000
Q1 2022

May 02, 2022

BUY
$128.3 - $168.44 $29,124 - $38,235
227 Added 13.88%
1,863 $254,000
Q4 2021

Jan 26, 2022

SELL
$153.94 - $171.78 $7,081 - $7,901
-46 Reduced 2.73%
1,636 $259,000
Q3 2021

Oct 18, 2021

SELL
$146.97 - $166.98 $30,716 - $34,898
-209 Reduced 11.05%
1,682 $275,000
Q2 2021

Jul 22, 2021

BUY
$147.37 - $166.44 $20,926 - $23,634
142 Added 8.12%
1,891 $294,000
Q1 2021

May 06, 2021

BUY
$125.65 - $157.65 $219,761 - $275,729
1,749 New
1,749 $266,000
Q1 2020

Apr 23, 2020

SELL
$79.03 - $141.09 $114,751 - $204,862
-1,452 Closed
0 $0
Q4 2019

Jan 28, 2020

BUY
$111.82 - $139.4 $162,362 - $202,408
1,452 New
1,452 $202,000

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 $729B
  • 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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