A detailed history of Morton Brown Family Wealth, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 116 shares of JPM stock, worth $28,831. This represents 0.01% of its overall portfolio holdings.

Number of Shares
116
Previous 115 0.87%
Holding current value
$28,831
Previous $23,000 4.35%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 24, 2024

BUY
$194.9 - $224.8 $194 - $224
1 Added 0.87%
116 $24,000
Q1 2024

Apr 23, 2024

SELL
$167.09 - $200.3 $29,073 - $34,852
-174 Reduced 60.21%
115 $23,000
Q4 2023

Jan 26, 2024

BUY
$135.69 - $170.3 $37,586 - $47,173
277 Added 2308.33%
289 $49,000
Q2 2023

Jul 25, 2023

BUY
$127.47 - $145.44 $1,529 - $1,745
12 New
12 $1,000
Q3 2022

Oct 31, 2022

SELL
$20.73 - $120.58 $538 - $3,135
-26 Reduced 44.83%
32 $3,000
Q2 2022

Jul 21, 2022

SELL
$112.61 - $135.91 $10,360 - $12,503
-92 Reduced 61.33%
58 $7,000
Q1 2022

Apr 20, 2022

BUY
$128.3 - $168.44 $19,245 - $25,266
150 New
150 $20,000

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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