A detailed history of Private Wealth Strategies, L.L.C. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Private Wealth Strategies, L.L.C. holds 4,445 shares of JPM stock, worth $911,980. This represents 0.19% of its overall portfolio holdings.

Number of Shares
4,445
Previous 4,701 5.45%
Holding current value
$911,980
Previous $799,000 11.39%
% of portfolio
0.19%
Previous 0.18%

Shares

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

May 14, 2024

SELL
$167.09 - $200.3 $42,775 - $51,276
-256 Reduced 5.45%
4,445 $890,000
Q4 2023

Feb 12, 2024

BUY
$135.69 - $170.3 $10,312 - $12,942
76 Added 1.64%
4,701 $799,000
Q3 2023

Oct 10, 2023

SELL
$143.21 - $158.0 $10,740 - $11,850
-75 Reduced 1.6%
4,625 $670,000
Q2 2023

Aug 07, 2023

BUY
$127.47 - $145.44 $8,667 - $9,889
68 Added 1.47%
4,700 $683,000
Q1 2023

May 08, 2023

BUY
$124.91 - $143.8 $19,735 - $22,720
158 Added 3.53%
4,632 $603,000
Q4 2022

May 08, 2023

BUY
$101.96 - $137.84 $456,169 - $616,696
4,474 New
4,474 $600,000
Q3 2022

Oct 18, 2022

BUY
$20.73 - $120.58 $4,166 - $24,236
201 Added 4.97%
4,244 $444,000
Q2 2022

Jul 26, 2022

SELL
$112.61 - $135.91 $225 - $271
-2 Reduced 0.05%
4,043 $455,000
Q1 2022

Apr 29, 2022

BUY
$128.3 - $168.44 $513 - $673
4 Added 0.1%
4,045 $551,000
Q3 2021

Nov 02, 2021

BUY
$146.97 - $166.98 $20,722 - $23,544
141 Added 3.62%
4,041 $661,000
Q2 2021

Aug 02, 2021

BUY
$147.37 - $166.44 $95,790 - $108,186
650 Added 20.0%
3,900 $607,000
Q2 2020

Jul 14, 2020

BUY
$84.03 - $113.45 $273,097 - $368,712
3,250 New
3,250 $306,000
Q1 2020

May 04, 2020

SELL
$79.03 - $141.09 $142,728 - $254,808
-1,806 Closed
0 $0
Q4 2019

Feb 14, 2020

BUY
$111.82 - $139.4 $201,946 - $251,756
1,806 New
1,806 $252,000

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 $602B
  • 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 Private Wealth Strategies, L.L.C. Portfolio

Follow Private Wealth Strategies, L.L.C. 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 Private Wealth Strategies, L.L.C., based on Form 13F filings with the SEC.

News

Stay updated on Private Wealth Strategies, L.L.C. with notifications on news.