A detailed history of Proquility Private Wealth Partners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Proquility Private Wealth Partners, LLC holds 19,666 shares of JPM stock, worth $4.67 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares
19,666
Previous 20,626 4.65%
Holding current value
$4.67 Million
Previous $4.17 Million 0.62%
% of portfolio
1.33%
Previous 1.42%

Shares

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

Oct 15, 2024

SELL
$194.9 - $224.8 $187,104 - $215,808
-960 Reduced 4.65%
19,666 $4.15 Million
Q2 2024

Aug 09, 2024

SELL
$180.08 - $204.79 $127,316 - $144,786
-707 Reduced 3.31%
20,626 $4.17 Million
Q1 2024

May 02, 2024

SELL
$167.09 - $200.3 $424,074 - $508,361
-2,538 Reduced 10.63%
21,333 $4.27 Million
Q4 2023

Feb 12, 2024

SELL
$135.69 - $170.3 $154,686 - $194,142
-1,140 Reduced 4.56%
23,871 $4.06 Million
Q3 2023

Nov 14, 2023

SELL
$143.21 - $158.0 $24,488 - $27,018
-171 Reduced 0.68%
25,011 $3.63 Million
Q2 2023

Sep 14, 2023

SELL
$127.47 - $145.44 $20,650 - $23,561
-162 Reduced 0.64%
25,182 $3.66 Million
Q1 2023

May 10, 2023

BUY
$124.91 - $143.8 $383,723 - $441,753
3,072 Added 13.79%
25,344 $3.3 Million
Q4 2022

Feb 14, 2023

SELL
$101.96 - $137.84 $59,850 - $80,912
-587 Reduced 2.57%
22,272 $2.99 Million
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $26,181 - $152,292
1,263 Added 5.85%
22,859 $2.39 Million
Q2 2022

Aug 10, 2022

BUY
$112.61 - $135.91 $9,121 - $11,008
81 Added 0.38%
21,596 $2.43 Million
Q1 2022

May 16, 2022

BUY
$128.3 - $168.44 $38,746 - $50,868
302 Added 1.42%
21,515 $2.54 Million
Q4 2021

Feb 14, 2022

SELL
$153.94 - $171.78 $137,930 - $153,914
-896 Reduced 4.05%
21,213 $3.31 Million
Q3 2021

Nov 05, 2021

BUY
$146.97 - $166.98 $85,389 - $97,015
581 Added 2.7%
22,109 $3.62 Million
Q2 2021

Aug 13, 2021

BUY
$147.37 - $166.44 $64,695 - $73,067
439 Added 2.08%
21,528 $3.35 Million
Q1 2021

Jun 08, 2021

SELL
$125.65 - $157.65 $113,461 - $142,357
-903 Reduced 4.11%
21,089 $3.21 Million
Q4 2020

Feb 10, 2021

BUY
$96.54 - $127.07 $2.12 Million - $2.79 Million
21,992 New
21,992 $2.8 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 $697B
  • 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 Proquility Private Wealth Partners, LLC Portfolio

Follow Proquility Private Wealth Partners, 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 Proquility Private Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Proquility Private Wealth Partners, LLC with notifications on news.