A detailed history of Shakespeare Wealth Management, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Shakespeare Wealth Management, Inc. holds 6,132 shares of JPM stock, worth $1.46 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
6,132
Previous 6,221 1.43%
Holding current value
$1.46 Million
Previous $1.26 Million 2.7%
% of portfolio
0.34%
Previous 0.37%

Shares

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

Nov 14, 2024

SELL
$194.9 - $224.8 $17,346 - $20,007
-89 Reduced 1.43%
6,132 $1.29 Million
Q2 2024

Aug 13, 2024

BUY
$180.08 - $204.79 $1,980 - $2,252
11 Added 0.18%
6,221 $1.26 Million
Q2 2023

Aug 11, 2023

BUY
$127.47 - $145.44 $14,659 - $16,725
115 Added 1.89%
6,210 $903,000
Q4 2022

Feb 13, 2023

SELL
$101.96 - $137.84 $163,237 - $220,681
-1,601 Reduced 20.8%
6,095 $817,000
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $159,538 - $927,983
7,696 New
7,696 $804,000

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 $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
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