A detailed history of Massachusetts Wealth Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Massachusetts Wealth Management holds 21,934 shares of JPM stock, worth $4.63 Million. This represents 2.98% of its overall portfolio holdings.

Number of Shares
21,934
Previous 21,859 0.34%
Holding current value
$4.63 Million
Previous $4.38 Billion 1.32%
% of portfolio
2.98%
Previous 3.09%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

BUY
$180.08 - $204.79 $13,506 - $15,359
75 Added 0.34%
21,934 $4.44 Billion
Q1 2024

Apr 19, 2024

BUY
$167.09 - $200.3 $23,392 - $28,042
140 Added 0.64%
21,859 $4.38 Billion
Q4 2023

Jan 24, 2024

BUY
$135.69 - $170.3 $69,066 - $86,682
509 Added 2.4%
21,719 $3.69 Billion
Q3 2023

Oct 24, 2023

SELL
$143.21 - $158.0 $28,642 - $31,600
-200 Reduced 0.93%
21,210 $3.08 Billion
Q2 2023

Aug 03, 2023

BUY
$127.47 - $145.44 $61,822 - $70,538
485 Added 2.32%
21,410 $3.11 Billion
Q1 2023

Apr 26, 2023

SELL
$124.91 - $143.8 $143,646 - $165,370
-1,150 Reduced 5.21%
20,925 $2.73 Billion
Q4 2022

Feb 16, 2023

BUY
$101.96 - $137.84 $2.25 Million - $3.04 Million
22,075 New
22,075 $3.09 Billion

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 $620B
  • 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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