A detailed history of Northwest Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Northwest Wealth Management, LLC holds 7,420 shares of JPM stock, worth $1.64 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
7,420
Previous 7,547 1.68%
Holding current value
$1.64 Million
Previous $1.53 Million 2.42%
% of portfolio
0.37%
Previous 0.4%

Shares

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

Nov 04, 2024

SELL
$194.9 - $224.8 $24,752 - $28,549
-127 Reduced 1.68%
7,420 $1.56 Million
Q2 2024

Aug 05, 2024

BUY
$180.08 - $204.79 $6,662 - $7,577
37 Added 0.49%
7,547 $1.53 Million
Q1 2024

May 13, 2024

SELL
$167.09 - $200.3 $126,152 - $151,226
-755 Reduced 9.13%
7,510 $1.5 Million
Q4 2023

Feb 14, 2024

BUY
$135.69 - $170.3 $6,377 - $8,004
47 Added 0.57%
8,265 $1.41 Million
Q3 2023

Nov 01, 2023

SELL
$143.21 - $158.0 $17,901 - $19,750
-125 Reduced 1.5%
8,218 $1.19 Million
Q2 2023

Aug 07, 2023

BUY
$127.47 - $145.44 $50,478 - $57,594
396 Added 4.98%
8,343 $1.21 Million
Q1 2023

May 10, 2023

BUY
$124.91 - $143.8 $7,994 - $9,203
64 Added 0.81%
7,947 $1.04 Million
Q4 2022

Feb 07, 2023

SELL
$101.96 - $137.84 $35,686 - $48,244
-350 Reduced 4.25%
7,883 $1.06 Million
Q3 2022

Oct 27, 2022

BUY
$20.73 - $120.58 $13,267 - $77,171
640 Added 8.43%
8,233 $860,000
Q2 2022

Jul 26, 2022

BUY
$112.61 - $135.91 $21,621 - $26,094
192 Added 2.59%
7,593 $855,000
Q1 2022

Apr 29, 2022

BUY
$128.3 - $168.44 $66,202 - $86,915
516 Added 7.49%
7,401 $1.01 Million
Q4 2021

Jan 24, 2022

BUY
$153.94 - $171.78 $34,482 - $38,478
224 Added 3.36%
6,885 $1.09 Million
Q3 2021

Oct 20, 2021

BUY
$146.97 - $166.98 $1,469 - $1,669
10 Added 0.15%
6,661 $1.09 Million
Q2 2021

Aug 02, 2021

SELL
$147.37 - $166.44 $28,000 - $31,623
-190 Reduced 2.78%
6,651 $1.03 Million
Q1 2021

May 10, 2021

BUY
$125.65 - $157.65 $502 - $630
4 Added 0.06%
6,841 $1.04 Million
Q4 2020

Jan 28, 2021

BUY
$96.54 - $127.07 $19,983 - $26,303
207 Added 3.12%
6,837 $869,000
Q3 2020

Oct 19, 2020

SELL
$91.28 - $103.82 $13,326 - $15,157
-146 Reduced 2.15%
6,630 $638,000
Q1 2020

Apr 29, 2020

SELL
$79.03 - $141.09 $3,951 - $7,054
-50 Reduced 0.73%
6,776 $610,000
Q4 2019

Jan 14, 2020

SELL
$111.82 - $139.4 $124,679 - $155,431
-1,115 Reduced 14.04%
6,826 $951,000
Q2 2019

Jul 23, 2019

SELL
$104.64 - $116.12 $61,423 - $68,162
-587 Reduced 6.88%
7,941 $888,000
Q1 2019

Apr 12, 2019

BUY
$97.11 - $107.19 $7,283 - $8,039
75 Added 0.89%
8,528 $863,000
Q2 2018

Jul 10, 2018

SELL
$103.24 - $114.29 $7,949 - $8,800
-77 Reduced 0.9%
8,453 $881,000
Q1 2018

Apr 13, 2018

SELL
$107.01 - $118.77 $538,046 - $597,175
-5,028 Reduced 37.09%
8,530 $938,000
Q4 2017

Jan 31, 2018

BUY
$95.86 - $107.83 $1.06 Million - $1.19 Million
11,046 Added 439.73%
13,558 $1.45 Million
Q3 2017

Oct 30, 2017

BUY
$88.42 - $95.51 $222,111 - $239,921
2,512
2,512 $240,000

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 $650B
  • 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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