A detailed history of Peninsula Wealth, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Peninsula Wealth, LLC holds 2,679 shares of JPM stock, worth $593,371. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,679
Previous 2,653 0.98%
Holding current value
$593,371
Previous $531,000 1.88%
% of portfolio
0.1%
Previous 0.11%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $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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