A detailed history of Thrive Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Thrive Wealth Management, LLC holds 7,819 shares of JPM stock, worth $1.66 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
7,819
Previous 7,854 0.45%
Holding current value
$1.66 Million
Previous $1.57 Million 0.51%
% of portfolio
0.31%
Previous 0.33%

Shares

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

Jul 12, 2024

SELL
$180.08 - $204.79 $6,302 - $7,167
-35 Reduced 0.45%
7,819 $1.58 Million
Q1 2024

Apr 15, 2024

BUY
$167.09 - $200.3 $92,734 - $111,166
555 Added 7.6%
7,854 $1.57 Million
Q4 2023

Jan 09, 2024

SELL
$135.69 - $170.3 $19,403 - $24,352
-143 Reduced 1.92%
7,299 $1.24 Million
Q3 2023

Oct 13, 2023

BUY
$143.21 - $158.0 $55,279 - $60,988
386 Added 5.47%
7,442 $1.08 Million
Q2 2023

Jul 11, 2023

BUY
$127.47 - $145.44 $45,379 - $51,776
356 Added 5.31%
7,056 $1.03 Million
Q1 2023

Apr 07, 2023

BUY
$124.91 - $143.8 $140,024 - $161,199
1,121 Added 20.09%
6,700 $873,000
Q4 2022

Jan 25, 2023

SELL
$101.96 - $137.84 $24,674 - $33,357
-242 Reduced 4.16%
5,579 $0
Q3 2022

Oct 24, 2022

BUY
$20.73 - $120.58 $10,945 - $63,666
528 Added 9.98%
5,821 $608,000
Q2 2022

Jul 11, 2022

BUY
$112.61 - $135.91 $97,182 - $117,290
863 Added 19.48%
5,293 $596,000
Q1 2022

May 02, 2022

BUY
$128.3 - $168.44 $36,308 - $47,668
283 Added 6.82%
4,430 $604,000
Q4 2021

Feb 14, 2022

BUY
$153.94 - $171.78 $638,389 - $712,371
4,147 New
4,147 $657,000

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 $623B
  • 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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