A detailed history of Prentice Wealth Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Prentice Wealth Management LLC holds 10,096 shares of JPM stock, worth $2.7 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares
10,096
Previous 10,527 4.09%
Holding current value
$2.7 Million
Previous $2.13 Million 0.05%
% of portfolio
0.65%
Previous 0.71%

Shares

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

Oct 07, 2024

SELL
$194.9 - $224.8 $84,001 - $96,888
-431 Reduced 4.09%
10,096 $2.13 Million
Q2 2024

Jul 11, 2024

SELL
$180.08 - $204.79 $21,969 - $24,984
-122 Reduced 1.15%
10,527 $2.13 Million
Q1 2024

Apr 12, 2024

BUY
$167.09 - $200.3 $62,992 - $75,513
377 Added 3.67%
10,649 $2.13 Million
Q4 2023

Jan 10, 2024

BUY
$135.69 - $170.3 $51,155 - $64,203
377 Added 3.81%
10,272 $1.75 Million
Q3 2023

Oct 13, 2023

SELL
$143.21 - $158.0 $44,538 - $49,138
-311 Reduced 3.05%
9,895 $1.43 Million
Q2 2023

Jul 06, 2023

BUY
$127.47 - $145.44 $23,199 - $26,470
182 Added 1.82%
10,206 $1.48 Million
Q1 2023

Apr 14, 2023

SELL
$124.91 - $143.8 $11,741 - $13,517
-94 Reduced 0.93%
10,024 $1.31 Million
Q4 2022

Jan 18, 2023

BUY
$101.96 - $137.84 $10,297 - $13,921
101 Added 1.01%
10,118 $0
Q3 2022

Oct 19, 2022

BUY
$20.73 - $120.58 $6,073 - $35,329
293 Added 3.01%
10,017 $1.05 Million
Q2 2022

Jul 28, 2022

BUY
$112.61 - $135.91 $116,326 - $140,395
1,033 Added 11.89%
9,724 $1.1 Million
Q1 2022

Oct 31, 2022

SELL
$128.3 - $168.44 $133,560 - $175,346
-1,041 Reduced 10.39%
8,976 $1.22 Million
Q4 2021

Oct 31, 2022

SELL
$153.94 - $171.78 $214,900 - $239,804
-1,396 Reduced 13.94%
8,621 $1.36 Million
Q3 2021

Nov 10, 2021

BUY
$146.97 - $166.98 $11,463 - $13,024
78 Added 0.91%
8,691 $1.42 Million
Q2 2021

Aug 11, 2021

BUY
$147.37 - $166.44 $69,853 - $78,892
474 Added 5.82%
8,613 $1.34 Million
Q1 2021

Jun 17, 2021

SELL
$125.65 - $157.65 $155 Million - $194 Million
-1,230,882 Reduced 99.34%
8,139 $1.24 Million
Q1 2021

Jun 08, 2021

BUY
$125.65 - $157.65 $156 Million - $195 Million
1,239,021 New
1,239,021 $1.24 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 $784B
  • 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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