A detailed history of Peterson Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 1,803 shares of JPM stock, worth $428,392. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,803
Previous 1,492 20.84%
Holding current value
$428,392
Previous $301,000 26.25%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Oct 24, 2024

BUY
$194.9 - $224.8 $60,613 - $69,912
311 Added 20.84%
1,803 $380,000
Q2 2024

Jul 18, 2024

BUY
$180.08 - $204.79 $9,724 - $11,058
54 Added 3.76%
1,492 $301,000
Q1 2024

Apr 15, 2024

BUY
$167.09 - $200.3 $1,169 - $1,402
7 Added 0.49%
1,438 $288,000
Q4 2023

Jan 10, 2024

BUY
$135.69 - $170.3 $1,085 - $1,362
8 Added 0.56%
1,431 $243,000
Q3 2023

Oct 05, 2023

BUY
$143.21 - $158.0 $3,293 - $3,634
23 Added 1.64%
1,423 $206,000
Q2 2023

Jul 13, 2023

BUY
$127.47 - $145.44 $178,458 - $203,616
1,400 New
1,400 $203,000
Q1 2022

Apr 21, 2022

SELL
$128.3 - $168.44 $174,872 - $229,583
-1,363 Closed
0 $0
Q4 2021

Jan 25, 2022

BUY
$153.94 - $171.78 $209,820 - $234,136
1,363 New
1,363 $216,000

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
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