A detailed history of Masso Torrence Wealth Management Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Masso Torrence Wealth Management Inc. holds 9,299 shares of JPM stock, worth $1.96 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares
9,299
Previous 9,034 2.93%
Holding current value
$1.96 Million
Previous $1.81 Million 3.92%
% of portfolio
1.09%
Previous 1.12%

Shares

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

Jul 22, 2024

BUY
$180.08 - $204.79 $47,721 - $54,269
265 Added 2.93%
9,299 $1.88 Million
Q1 2024

Apr 23, 2024

SELL
$167.09 - $200.3 $31,245 - $37,456
-187 Reduced 2.03%
9,034 $1.81 Million
Q4 2023

Feb 01, 2024

BUY
$135.69 - $170.3 $24,424 - $30,654
180 Added 1.99%
9,221 $1.57 Million
Q3 2023

Nov 07, 2023

BUY
$143.21 - $158.0 $37,664 - $41,554
263 Added 3.0%
9,041 $1.31 Million
Q2 2023

Aug 11, 2023

SELL
$127.47 - $145.44 $7,393 - $8,435
-58 Reduced 0.66%
8,778 $1.28 Million
Q1 2023

May 12, 2023

SELL
$124.91 - $143.8 $113,168 - $130,282
-906 Reduced 9.3%
8,836 $1.15 Million
Q4 2022

Feb 14, 2023

SELL
$101.96 - $137.84 $263,362 - $356,040
-2,583 Reduced 20.96%
9,742 $1.31 Million
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $53,089 - $308,805
2,561 Added 26.23%
12,325 $1.29 Million
Q2 2022

Jul 28, 2022

BUY
$112.61 - $135.91 $188,283 - $227,241
1,672 Added 20.66%
9,764 $1.1 Million
Q1 2022

Apr 26, 2022

BUY
$128.3 - $168.44 $35,924 - $47,163
280 Added 3.58%
8,092 $1.1 Million
Q4 2021

Feb 10, 2022

BUY
$153.94 - $171.78 $1.2 Million - $1.34 Million
7,812 New
7,812 $1.24 Million

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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