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 $272,717. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,091
Previous 1,073 1.68%
Holding current value
$272,717
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 $733B
  • 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 Shore Haven Wealth Partners, LLC Portfolio

Follow Shore Haven Wealth Partners, 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 Shore Haven Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shore Haven Wealth Partners, LLC with notifications on news.