A detailed history of Peninsula Wealth, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Peninsula Wealth, LLC holds 2,811 shares of JPM stock, worth $667,893. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,811
Previous 2,679 4.93%
Holding current value
$667,893
Previous $541,000 9.43%
% of portfolio
0.11%
Previous 0.1%

Shares

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

Nov 14, 2024

BUY
$194.9 - $224.8 $25,726 - $29,673
132 Added 4.93%
2,811 $592,000
Q2 2024

Aug 13, 2024

BUY
$180.08 - $204.79 $4,682 - $5,324
26 Added 0.98%
2,679 $541,000
Q1 2024

May 30, 2024

SELL
$167.09 - $200.3 $390,656 - $468,301
-2,338 Reduced 46.84%
2,653 $531,000
Q1 2024

May 08, 2024

BUY
$167.09 - $200.3 $390,155 - $467,700
2,335 Added 87.91%
4,991 $999,000
Q4 2023

Feb 14, 2024

BUY
$135.69 - $170.3 $5,291 - $6,641
39 Added 1.49%
2,656 $451,000
Q3 2023

Nov 13, 2023

BUY
$143.21 - $158.0 $51,269 - $56,564
358 Added 15.85%
2,617 $379,000
Q2 2023

Aug 14, 2023

BUY
$127.47 - $145.44 $42,957 - $49,013
337 Added 17.53%
2,259 $328,000
Q1 2023

May 11, 2023

BUY
$124.91 - $143.8 $16,238 - $18,694
130 Added 7.25%
1,922 $250,000
Q4 2022

Feb 10, 2023

BUY
$101.96 - $137.84 $182,712 - $247,009
1,792 New
1,792 $240,000
Q2 2022

Aug 08, 2022

BUY
$112.61 - $135.91 $205,738 - $248,307
1,827 New
1,827 $206,000
Q1 2022

May 06, 2022

SELL
$128.3 - $168.44 $215,800 - $283,316
-1,682 Closed
0 $0
Q4 2021

Feb 04, 2022

BUY
$153.94 - $171.78 $258,927 - $288,933
1,682 New
1,682 $266,000

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 $697B
  • 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 Peninsula Wealth, LLC Portfolio

Follow Peninsula Wealth, 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 Peninsula Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Peninsula Wealth, LLC with notifications on news.