A detailed history of Pfg Private Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Pfg Private Wealth Management, LLC holds 38 shares of JPM stock, worth $8,470. This represents 0.0% of its overall portfolio holdings.

Number of Shares
38
Previous 68 44.12%
Holding current value
$8,470
Previous $13,000 46.15%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Jul 15, 2024

SELL
$180.08 - $204.79 $5,402 - $6,143
-30 Reduced 44.12%
38 $7,000
Q4 2023

Jan 22, 2024

SELL
$135.69 - $170.3 $26,323 - $33,038
-194 Reduced 74.05%
68 $11,000
Q3 2023

Oct 24, 2023

SELL
$143.21 - $158.0 $86,785 - $95,748
-606 Reduced 69.82%
262 $37,000
Q2 2023

Jul 17, 2023

SELL
$127.47 - $145.44 $45,379 - $51,776
-356 Reduced 29.08%
868 $126,000
Q1 2023

May 01, 2023

SELL
$124.91 - $143.8 $173,375 - $199,594
-1,388 Reduced 53.14%
1,224 $159,000
Q4 2022

Jan 18, 2023

BUY
$101.96 - $137.84 $2,039 - $2,756
20 Added 0.77%
2,612 $350,000
Q3 2022

Nov 04, 2022

BUY
$20.73 - $120.58 $3,772 - $21,945
182 Added 7.55%
2,592 $271,000
Q2 2022

Jul 19, 2022

BUY
$112.61 - $135.91 $163,960 - $197,884
1,456 Added 152.62%
2,410 $271,000
Q1 2022

Apr 25, 2022

BUY
$128.3 - $168.44 $110,722 - $145,363
863 Added 948.35%
954 $130,000
Q4 2021

Jan 27, 2022

SELL
$153.94 - $171.78 $41,101 - $45,865
-267 Reduced 74.58%
91 $14,000
Q3 2021

Nov 04, 2021

BUY
$146.97 - $166.98 $52,615 - $59,778
358 New
358 $59,000

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 $654B
  • 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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