A detailed history of Northwest Financial Advisors transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Northwest Financial Advisors holds 5,253 shares of JPM stock, worth $1.31 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares
5,253
Previous 5,279 0.49%
Holding current value
$1.31 Million
Previous $1.07 Billion 3.74%
% of portfolio
0.88%
Previous 0.74%

Shares

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

Nov 13, 2024

SELL
$194.9 - $224.8 $5,067 - $5,844
-26 Reduced 0.49%
5,253 $1.11 Billion
Q2 2024

Aug 12, 2024

SELL
$180.08 - $204.79 $5,942 - $6,758
-33 Reduced 0.62%
5,279 $1.07 Billion
Q1 2024

May 09, 2024

BUY
$167.09 - $200.3 $4,344 - $5,207
26 Added 0.49%
5,312 $1.06 Billion
Q4 2023

Feb 07, 2024

BUY
$135.69 - $170.3 $717,257 - $900,205
5,286 New
5,286 $899 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 $732B
  • 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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