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 4,069 shares of JPM stock, worth $856,117. This represents 0.3% of its overall portfolio holdings.

Number of Shares
4,069
Previous 3,729 9.12%
Holding current value
$856,117
Previous $746,000 10.19%
% of portfolio
0.3%
Previous 0.28%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $617B
  • 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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