A detailed history of Peterson Wealth Services transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Peterson Wealth Services holds 43,638 shares of JPM stock, worth $9.27 Million. This represents 3.09% of its overall portfolio holdings.

Number of Shares
43,638
Previous 43,230 0.94%
Holding current value
$9.27 Million
Previous $8.66 Million 1.94%
% of portfolio
3.09%
Previous 3.15%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

BUY
$180.08 - $204.79 $73,472 - $83,554
408 Added 0.94%
43,638 $8.83 Million
Q1 2024

May 01, 2024

SELL
$167.09 - $200.3 $249,131 - $298,647
-1,491 Reduced 3.33%
43,230 $8.66 Million
Q4 2023

Jan 31, 2024

SELL
$135.69 - $170.3 $52,919 - $66,417
-390 Reduced 0.86%
44,721 $7.61 Million
Q3 2023

Nov 14, 2023

BUY
$143.21 - $158.0 $182,592 - $201,450
1,275 Added 2.91%
45,111 $6.54 Million
Q2 2023

Jul 13, 2023

BUY
$127.47 - $145.44 $177,183 - $202,161
1,390 Added 3.27%
43,836 $6.38 Million
Q1 2023

Apr 06, 2023

BUY
$124.91 - $143.8 $3.56 Million - $4.1 Million
28,521 Added 204.82%
42,446 $5.53 Million
Q4 2022

Jan 20, 2023

SELL
$101.96 - $137.84 $2.61 Million - $3.53 Million
-25,637 Reduced 64.8%
13,925 $0
Q3 2022

Nov 09, 2022

BUY
$20.73 - $120.58 $71,394 - $415,277
3,444 Added 9.54%
39,562 $4.13 Million
Q2 2022

Jul 11, 2022

BUY
$112.61 - $135.91 $331,861 - $400,526
2,947 Added 8.88%
36,118 $4.07 Million
Q1 2022

Apr 18, 2022

BUY
$128.3 - $168.44 $925,171 - $1.21 Million
7,211 Added 27.78%
33,171 $4.52 Million
Q4 2021

Jan 31, 2022

BUY
$153.94 - $171.78 $4 Million - $4.46 Million
25,960 New
25,960 $4.11 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 $623B
  • 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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