A detailed history of Quantum Private Wealth, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Quantum Private Wealth, LLC holds 4,032 shares of JPM stock, worth $976,993. This represents 0.3% of its overall portfolio holdings.

Number of Shares
4,032
Previous 4,069 0.91%
Holding current value
$976,993
Previous $822,000 3.28%
% of portfolio
0.3%
Previous 0.3%

Shares

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

Oct 31, 2024

SELL
$194.9 - $224.8 $7,211 - $8,317
-37 Reduced 0.91%
4,032 $849,000
Q2 2024

Jul 17, 2024

BUY
$180.08 - $204.79 $61,227 - $69,628
340 Added 9.12%
4,069 $822,000
Q1 2024

May 07, 2024

BUY
$167.09 - $200.3 $12,698 - $15,222
76 Added 2.08%
3,729 $746,000
Q3 2023

Nov 02, 2023

SELL
$143.21 - $158.0 $429 - $474
-3 Reduced 0.08%
3,653 $529,000
Q2 2023

Jul 27, 2023

SELL
$127.47 - $145.44 $497,260 - $567,361
-3,901 Reduced 51.62%
3,656 $531,000
Q1 2023

Apr 19, 2023

SELL
$124.91 - $143.8 $37,473 - $43,140
-300 Reduced 3.82%
7,557 $984,000
Q4 2022

Jan 20, 2023

BUY
$101.96 - $137.84 $3,262 - $4,410
32 Added 0.41%
7,857 $0
Q3 2022

Nov 01, 2022

BUY
$20.73 - $120.58 $83,313 - $484,611
4,019 Added 105.6%
7,825 $817,000
Q2 2022

Aug 17, 2022

SELL
$112.61 - $135.91 $70,493 - $85,079
-626 Reduced 14.12%
3,806 $428,000
Q4 2021

May 26, 2022

BUY
$153.94 - $171.78 $682,262 - $761,328
4,432 New
4,432 $701,000

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 $711B
  • 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 Quantum Private Wealth, LLC Portfolio

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

News

Stay updated on Quantum Private Wealth, LLC with notifications on news.