A detailed history of Shore Haven Wealth Partners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 1,091 shares of JPM stock, worth $241,645. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,091
Previous 1,073 1.68%
Holding current value
$241,645
Previous $217,000 5.53%
% of portfolio
0.11%
Previous 0.12%

Shares

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

Oct 24, 2024

BUY
$194.9 - $224.8 $3,508 - $4,046
18 Added 1.68%
1,091 $229,000
Q2 2024

Jul 24, 2024

BUY
$180.08 - $204.79 $193,225 - $219,739
1,073 New
1,073 $217,000
Q3 2023

Oct 24, 2023

SELL
$143.21 - $158.0 $9,595 - $10,586
-67 Reduced 4.35%
1,474 $213,000
Q2 2023

Jul 19, 2023

SELL
$127.47 - $145.44 $11,472 - $13,089
-90 Reduced 5.52%
1,541 $224,000
Q1 2023

Apr 14, 2023

BUY
$124.91 - $143.8 $1,124 - $1,294
9 Added 0.55%
1,631 $212,000
Q4 2022

Jan 24, 2023

BUY
$101.96 - $137.84 $165,379 - $223,576
1,622 New
1,622 $0
Q2 2022

Aug 01, 2022

BUY
$112.61 - $135.91 $29,503 - $35,608
262 Added 15.89%
1,911 $215,000
Q1 2022

May 13, 2022

BUY
$128.3 - $168.44 $8,852 - $11,622
69 Added 4.37%
1,649 $224,000
Q4 2021

Jan 21, 2022

SELL
$153.94 - $171.78 $20,627 - $23,018
-134 Reduced 7.82%
1,580 $250,000
Q3 2021

Oct 28, 2021

SELL
$146.97 - $166.98 $4,850 - $5,510
-33 Reduced 1.89%
1,714 $280,000
Q2 2021

Aug 16, 2021

SELL
$147.37 - $166.44 $165,496 - $186,912
-1,123 Reduced 39.13%
1,747 $271,000
Q1 2021

May 13, 2021

BUY
$125.65 - $157.65 $134,948 - $169,316
1,074 Added 59.8%
2,870 $437,000
Q4 2020

Feb 10, 2021

BUY
$96.54 - $127.07 $173,385 - $228,217
1,796 New
1,796 $228,000

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 $650B
  • 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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