A detailed history of Sanchez Wealth Management Group transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Sanchez Wealth Management Group holds 1,745 shares of JPM stock, worth $424,261. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,745
Previous 1,745 -0.0%
Holding current value
$424,261
Previous $352,000 4.26%
% of portfolio
0.12%
Previous 0.12%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024

SELL
$180.08 - $204.79 $13,506 - $15,359
-75 Reduced 4.12%
1,745 $352,000
Q1 2024

May 07, 2024

BUY
$167.09 - $200.3 $167 - $200
1 Added 0.05%
1,820 $364,000
Q4 2023

Jan 16, 2024

SELL
$135.69 - $170.3 $2,035 - $2,554
-15 Reduced 0.82%
1,819 $309,000
Q3 2023

Oct 27, 2023

BUY
$143.21 - $158.0 $2,577 - $2,844
18 Added 0.99%
1,834 $265,000
Q2 2023

Aug 01, 2023

BUY
$127.47 - $145.44 $127 - $145
1 Added 0.06%
1,816 $264,000
Q4 2022

Feb 08, 2023

BUY
$101.96 - $137.84 $185,057 - $250,179
1,815 New
1,815 $243,000

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 $713B
  • 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 Sanchez Wealth Management Group Portfolio

Follow Sanchez Wealth Management Group 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 Sanchez Wealth Management Group, based on Form 13F filings with the SEC.

News

Stay updated on Sanchez Wealth Management Group with notifications on news.