A detailed history of Team Hewins, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Team Hewins, LLC holds 1,103 shares of JPM stock, worth $232,975. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,103
Previous 26,573 95.85%
Holding current value
$232,975
Previous $5.32 Billion 95.81%
% of portfolio
0.09%
Previous 0.73%

Shares

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

Aug 07, 2024

SELL
$180.08 - $204.79 $4.59 Million - $5.22 Million
-25,470 Reduced 95.85%
1,103 $223 Million
Q1 2024

May 03, 2024

BUY
$167.09 - $200.3 $30,243 - $36,254
181 Added 0.69%
26,573 $5.32 Billion
Q4 2023

Feb 09, 2024

BUY
$135.69 - $170.3 $195,257 - $245,061
1,439 Added 5.77%
26,392 $4.49 Billion
Q3 2023

Nov 09, 2023

BUY
$143.21 - $158.0 $3.57 Million - $3.94 Million
24,953 New
24,953 $3.62 Billion

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 $620B
  • 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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