A detailed history of Naviter Wealth, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Naviter Wealth, LLC holds 19,908 shares of JPM stock, worth $4.95 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
19,908
Previous 21,120 5.74%
Holding current value
$4.95 Million
Previous $4.27 Million 1.76%
% of portfolio
0.59%
Previous 0.64%

Shares

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

Oct 16, 2024

SELL
$194.9 - $224.8 $236,218 - $272,457
-1,212 Reduced 5.74%
19,908 $4.2 Million
Q2 2024

Aug 01, 2024

BUY
$180.08 - $204.79 $11,345 - $12,901
63 Added 0.3%
21,120 $4.27 Million
Q1 2024

Apr 18, 2024

BUY
$167.09 - $200.3 $41,939 - $50,275
251 Added 1.21%
21,057 $4.22 Million
Q4 2023

Feb 05, 2024

BUY
$135.69 - $170.3 $570,033 - $715,430
4,201 Added 25.3%
20,806 $3.54 Million
Q3 2023

Nov 14, 2023

BUY
$143.21 - $158.0 $113,279 - $124,978
791 Added 5.0%
16,605 $2.41 Million
Q2 2023

Jul 20, 2023

BUY
$127.47 - $145.44 $233,142 - $266,009
1,829 Added 13.08%
15,814 $2.3 Million
Q1 2023

Apr 12, 2023

SELL
$124.91 - $143.8 $242,825 - $279,547
-1,944 Reduced 12.2%
13,985 $1.82 Million
Q4 2022

Jan 31, 2023

BUY
$101.96 - $137.84 $308,836 - $417,517
3,029 Added 23.48%
15,929 $2.14 Million
Q3 2022

Oct 27, 2022

BUY
$20.73 - $120.58 $38,018 - $221,143
1,834 Added 16.57%
12,900 $1.35 Million
Q2 2022

Jul 18, 2022

BUY
$112.61 - $135.91 $1.25 Million - $1.5 Million
11,066 New
11,066 $1.25 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 $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
Track This Portfolio

Track Naviter Wealth, LLC Portfolio

Follow Naviter Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Naviter Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Naviter Wealth, LLC with notifications on news.