A detailed history of Prestige Wealth Management Group LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Prestige Wealth Management Group LLC holds 15,211 shares of JPM stock, worth $3.12 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares
15,211
Previous 23,628 35.62%
Holding current value
$3.12 Million
Previous $4.02 Million 24.21%
% of portfolio
0.69%
Previous 0.95%

Shares

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

Apr 26, 2024

SELL
$167.09 - $200.3 $1.41 Million - $1.69 Million
-8,417 Reduced 35.62%
15,211 $3.05 Million
Q4 2023

Apr 26, 2024

BUY
$135.69 - $170.3 $213,168 - $267,541
1,571 Added 7.12%
23,628 $4.02 Million
Q4 2023

Feb 08, 2024

BUY
$135.69 - $170.3 $213,168 - $267,541
1,571 Added 7.12%
23,628 $4.02 Million
Q3 2023

Apr 26, 2024

BUY
$143.21 - $158.0 $1.14 Million - $1.26 Million
7,984 Added 56.73%
22,057 $3.2 Million
Q3 2023

Nov 13, 2023

BUY
$143.21 - $158.0 $1.14 Million - $1.26 Million
7,984 Added 56.73%
22,057 $3.2 Million
Q2 2023

Apr 26, 2024

SELL
$127.47 - $145.44 $55,576 - $63,411
-436 Reduced 3.01%
14,073 $2.05 Million
Q2 2023

Aug 11, 2023

SELL
$127.47 - $145.44 $55,576 - $63,411
-436 Reduced 3.01%
14,073 $2.05 Million
Q1 2023

Apr 26, 2024

SELL
$124.91 - $143.8 $87,686 - $100,947
-702 Reduced 4.62%
14,509 $1.89 Million
Q1 2023

May 16, 2023

BUY
$124.91 - $143.8 $4,371 - $5,033
35 Added 0.24%
14,509 $1.89 Million
Q4 2022

Feb 07, 2023

BUY
$101.96 - $137.84 $119,802 - $161,962
1,175 Added 8.84%
14,474 $1.94 Million
Q3 2022

Nov 01, 2022

BUY
$20.73 - $120.58 $19,092 - $111,054
921 Added 7.44%
13,299 $1.39 Million
Q2 2022

Aug 10, 2022

BUY
$112.61 - $135.91 $135,695 - $163,771
1,205 Added 10.78%
12,378 $1.39 Million
Q1 2022

May 05, 2022

BUY
$128.3 - $168.44 $33,229 - $43,625
259 Added 2.37%
11,173 $1.52 Million
Q4 2021

Feb 15, 2022

BUY
$153.94 - $171.78 $53,263 - $59,435
346 Added 3.27%
10,914 $1.73 Million
Q3 2021

Nov 12, 2021

SELL
$146.97 - $166.98 $125,953 - $143,101
-857 Reduced 7.5%
10,568 $1.73 Million
Q2 2021

Aug 12, 2021

BUY
$147.37 - $166.44 $285,308 - $322,227
1,936 Added 20.4%
11,425 $1.78 Million
Q1 2021

May 13, 2021

BUY
$125.65 - $157.65 $200,034 - $250,978
1,592 Added 20.16%
9,489 $1.44 Million
Q4 2020

Feb 17, 2021

SELL
$96.54 - $127.07 $150,988 - $198,737
-1,564 Reduced 16.53%
7,897 $1 Million
Q3 2020

Oct 26, 2020

BUY
$91.28 - $103.82 $38,428 - $43,708
421 Added 4.66%
9,461 $911,000
Q2 2020

Aug 13, 2020

BUY
$84.03 - $113.45 $172,765 - $233,253
2,056 Added 29.44%
9,040 $851,000
Q1 2020

May 15, 2020

SELL
$79.03 - $141.09 $121,706 - $217,278
-1,540 Reduced 18.07%
6,984 $628,000
Q4 2019

Jan 28, 2020

BUY
$111.82 - $139.4 $223 - $278
2 Added 0.02%
8,524 $1.19 Million
Q3 2019

Nov 14, 2019

BUY
$104.8 - $120.23 $3,039 - $3,486
29 Added 0.34%
8,522 $1 Million
Q2 2019

Aug 16, 2019

BUY
$104.64 - $116.12 $147,333 - $163,496
1,408 Added 19.87%
8,493 $950,000
Q1 2019

Aug 16, 2019

SELL
$97.11 - $107.19 $398,927 - $440,336
-4,108 Reduced 36.7%
7,085 $717,000
Q4 2018

Apr 16, 2019

BUY
$92.14 - $115.32 $1.03 Million - $1.29 Million
11,193 New
11,193 $1.09 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
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