Northwest Wealth Management, LLC Jpmorgan Chase & CO Transaction History

Northwest Wealth Management, LLC

$422 Million
Q3 2024

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 $1.79 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

7,420

Previous 7,547 1.68%

Holding current value

$1.79 Million

Previous $1.53 Million 2.42%

% of portfolio

0.37%

Previous 0.4%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

4,616

Shares Held

1.95B

Call Options Held

29.8M

Put Options Held

35.7M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $708B
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 ...

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Northwest Wealth Management, LLC Jpmorgan Chase & CO Transaction History