Peterson Wealth Management Jpmorgan Chase & CO Transaction History

Peterson Wealth Management

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 03, 2022	SELL	$112.61 - $135.91 $837,367 - $1.01 Million	-7,436 Closed	0 $0
Q1 2022 Apr 26, 2022	SELL	$128.3 - $168.44 $549,508 - $721,428	-4,283 Reduced 36.55%	7,436 $1.01 Million
Q4 2021 Feb 09, 2022	BUY	$153.94 - $171.78 $59,882 - $66,822	389 Added 3.43%	11,719 $1.86 Million
Q3 2021 Nov 12, 2021	BUY	$146.97 - $166.98 $5,143 - $5,844	35 Added 0.31%	11,330 $1.86 Million
Q2 2021 Aug 03, 2021	BUY	$147.37 - $166.44 $615,417 - $695,053	4,176 Added 58.66%	11,295 $1.76 Million
Q1 2021 Apr 19, 2021	BUY	$125.65 - $157.65 $894,502 - $1.12 Million	7,119 New	7,119 $1.08 Million

4,610

1.96B

29.8M

35.7M

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $720B
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 ...

Get notified when there are updates to the investment portfolio of Peterson Wealth Management, based on Form 13F filings with the SEC.

Stay updated on Peterson Wealth Management with notifications on news.