A detailed history of Portside Wealth Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Portside Wealth Group, LLC holds 19,460 shares of JPM stock, worth $3.99 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
19,460
Previous 20,074 3.06%
Holding current value
$3.99 Million
Previous $3.41 Billion 14.15%
% of portfolio
0.72%
Previous 0.64%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024

SELL
$167.09 - $200.3 $102,593 - $122,984
-614 Reduced 3.06%
19,460 $3.9 Billion
Q4 2023

Jan 16, 2024

SELL
$135.69 - $170.3 $126,463 - $158,719
-932 Reduced 4.44%
20,074 $3.41 Billion
Q3 2023

Oct 27, 2023

SELL
$143.21 - $158.0 $189,896 - $209,508
-1,326 Reduced 5.94%
21,006 $3.05 Billion
Q2 2023

Sep 01, 2023

SELL
$127.47 - $145.44 $120 Million - $137 Million
-939,363 Reduced 97.68%
22,332 $3.25 Billion
Q2 2023

Aug 01, 2023

BUY
$127.47 - $145.44 $123 Million - $140 Million
961,695 New
961,695 $140 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 $601B
  • 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
Track This Portfolio

Track Portside Wealth Group, LLC Portfolio

Follow Portside Wealth Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Portside Wealth Group, LLC with notifications on news.