A detailed history of Newton One Investments LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Newton One Investments LLC holds 1,047 shares of JPM stock, worth $214,812. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,047
Previous 1,041 0.58%
Holding current value
$214,812
Previous $177,000 18.08%
% of portfolio
0.09%
Previous 0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 16, 2024

BUY
$167.09 - $200.3 $1,002 - $1,201
6 Added 0.58%
1,047 $209,000
Q4 2023

Jan 22, 2024

BUY
$135.69 - $170.3 $1,085 - $1,362
8 Added 0.77%
1,041 $177,000
Q3 2023

Oct 20, 2023

BUY
$143.21 - $158.0 $1,002 - $1,106
7 Added 0.68%
1,033 $149,000
Q2 2023

Jul 20, 2023

BUY
$127.47 - $145.44 $892 - $1,018
7 Added 0.69%
1,026 $149,000
Q4 2020

Jan 28, 2021

BUY
$96.54 - $127.07 $98,374 - $129,484
1,019 New
1,019 $129,000

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 $602B
  • 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 Newton One Investments LLC Portfolio

Follow Newton One Investments 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 Newton One Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Newton One Investments LLC with notifications on news.