A detailed history of Perfromance Wealth Partners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 165,601 shares of JPM stock, worth $41.4 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares
165,601
Previous 155,864 6.25%
Holding current value
$41.4 Million
Previous $31.5 Million 10.72%
% of portfolio
1.21%
Previous 1.16%

Shares

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

Oct 10, 2024

BUY
$194.9 - $224.8 $1.9 Million - $2.19 Million
9,737 Added 6.25%
165,601 $34.9 Million
Q2 2024

Jul 19, 2024

BUY
$180.08 - $204.79 $6.81 Million - $7.74 Million
37,793 Added 32.01%
155,864 $31.5 Million
Q1 2024

Apr 30, 2024

BUY
$167.09 - $200.3 $2.66 Million - $3.18 Million
15,890 Added 15.55%
118,071 $23.6 Million
Q4 2023

Jan 22, 2024

BUY
$135.69 - $170.3 $72,865 - $91,451
537 Added 0.53%
102,181 $17.4 Million
Q3 2023

Oct 30, 2023

SELL
$143.21 - $158.0 $30,790 - $33,970
-215 Reduced 0.21%
101,644 $14.7 Million
Q2 2023

Jul 13, 2023

SELL
$127.47 - $145.44 $841,684 - $960,340
-6,603 Reduced 6.09%
101,859 $14.8 Million
Q1 2023

Apr 20, 2023

BUY
$124.91 - $143.8 $1,873 - $2,157
15 Added 0.01%
108,462 $14.1 Million
Q4 2022

Jan 19, 2023

SELL
$101.96 - $137.84 $354,820 - $479,683
-3,480 Reduced 3.11%
108,447 $0
Q3 2022

Oct 17, 2022

SELL
$20.73 - $120.58 $110,262 - $641,365
-5,319 Reduced 4.54%
111,927 $11.7 Million
Q2 2022

Jul 15, 2022

SELL
$112.61 - $135.91 $210,130 - $253,608
-1,866 Reduced 1.57%
117,246 $13.2 Million
Q1 2022

Apr 21, 2022

BUY
$128.3 - $168.44 $3.76 Million - $4.94 Million
29,317 Added 32.65%
119,112 $16.2 Million
Q4 2021

Feb 03, 2022

BUY
$153.94 - $171.78 $13.8 Million - $15.4 Million
89,795 New
89,795 $14.2 Million

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 $733B
  • 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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