A detailed history of Nova R Wealth, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Nova R Wealth, Inc. holds 1,443 shares of JPM stock, worth $309,667. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,443
Previous 1,437 0.42%
Holding current value
$309,667
Previous $287,000 1.39%
% of portfolio
0.16%
Previous 0.16%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024

BUY
$180.08 - $204.79 $1,080 - $1,228
6 Added 0.42%
1,443 $291,000
Q1 2024

Apr 12, 2024

SELL
$167.09 - $200.3 $20,050 - $24,036
-120 Reduced 7.71%
1,437 $287,000
Q4 2023

Jan 19, 2024

BUY
$135.69 - $170.3 $1,221 - $1,532
9 Added 0.58%
1,557 $264,000
Q3 2023

Oct 18, 2023

SELL
$143.21 - $158.0 $55,851 - $61,620
-390 Reduced 20.12%
1,548 $224,000
Q2 2023

Jul 27, 2023

SELL
$127.47 - $145.44 $8,413 - $9,599
-66 Reduced 3.29%
1,938 $281,000
Q1 2023

Apr 17, 2023

BUY
$124.91 - $143.8 $41,220 - $47,454
330 Added 19.71%
2,004 $261,000
Q4 2022

Jan 31, 2023

BUY
$101.96 - $137.84 $170,681 - $230,744
1,674 New
1,674 $224,000
Q2 2022

Jul 15, 2022

SELL
$112.61 - $135.91 $198,869 - $240,017
-1,766 Closed
0 $0
Q1 2022

May 10, 2022

BUY
$128.3 - $168.44 $769 - $1,010
6 Added 0.34%
1,766 $241,000
Q4 2021

Jan 27, 2022

BUY
$153.94 - $171.78 $270,934 - $302,332
1,760 New
1,760 $279,000

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 $629B
  • 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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