A detailed history of Total Clarity Wealth Management, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Total Clarity Wealth Management, Inc. holds 11,096 shares of JPM stock, worth $2.44 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares
11,096
Previous 10,764 3.08%
Holding current value
$2.44 Million
Previous $2.18 Million 7.4%
% of portfolio
0.79%
Previous 0.77%

Shares

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

Oct 21, 2024

BUY
$194.9 - $224.8 $64,706 - $74,633
332 Added 3.08%
11,096 $2.34 Million
Q2 2024

Aug 09, 2024

SELL
$180.08 - $204.79 $49,882 - $56,726
-277 Reduced 2.51%
10,764 $2.18 Million
Q1 2024

Apr 22, 2024

BUY
$167.09 - $200.3 $296,250 - $355,131
1,773 Added 19.13%
11,041 $2.21 Million
Q4 2023

Jan 23, 2024

SELL
$135.69 - $170.3 $1,492 - $1,873
-11 Reduced 0.12%
9,268 $1.58 Million
Q3 2023

Oct 24, 2023

SELL
$143.21 - $158.0 $27,782 - $30,652
-194 Reduced 2.05%
9,279 $1.35 Million
Q2 2023

Jul 24, 2023

BUY
$127.47 - $145.44 $70,235 - $80,137
551 Added 6.18%
9,473 $1.38 Million
Q1 2023

May 04, 2023

SELL
$124.91 - $143.8 $456,046 - $525,013
-3,651 Reduced 29.04%
8,922 $1.16 Million
Q4 2022

Feb 03, 2023

BUY
$101.96 - $137.84 $49,858 - $67,403
489 Added 4.05%
12,573 $1.69 Million
Q3 2022

Nov 04, 2022

BUY
$20.73 - $120.58 $13,557 - $78,859
654 Added 5.72%
12,084 $1.26 Million
Q2 2022

Jul 29, 2022

BUY
$112.61 - $135.91 $45,832 - $55,315
407 Added 3.69%
11,430 $1.29 Million
Q1 2022

Apr 29, 2022

BUY
$128.3 - $168.44 $98,406 - $129,193
767 Added 7.48%
11,023 $1.5 Million
Q4 2021

Feb 03, 2022

BUY
$153.94 - $171.78 $9,852 - $10,993
64 Added 0.63%
10,256 $1.62 Million
Q3 2021

Oct 21, 2021

BUY
$146.97 - $166.98 $43,356 - $49,259
295 Added 2.98%
10,192 $1.67 Million
Q2 2021

Jul 26, 2021

BUY
$147.37 - $166.44 $59,242 - $66,908
402 Added 4.23%
9,897 $1.54 Million
Q1 2021

May 05, 2021

SELL
$125.65 - $157.65 $11,559 - $14,503
-92 Reduced 0.96%
9,495 $1.45 Million
Q4 2020

Jan 20, 2021

SELL
$96.54 - $127.07 $4,247 - $5,591
-44 Reduced 0.46%
9,587 $1.22 Million
Q3 2020

Nov 17, 2020

BUY
$91.28 - $103.82 $20,720 - $23,567
227 Added 2.41%
9,631 $927,000
Q2 2020

Jul 15, 2020

BUY
$84.03 - $113.45 $13,696 - $18,492
163 Added 1.76%
9,404 $885,000
Q1 2020

Apr 24, 2020

SELL
$79.03 - $141.09 $24,499 - $43,737
-310 Reduced 3.25%
9,241 $832,000
Q4 2019

Feb 27, 2020

BUY
$111.82 - $139.4 $1.07 Million - $1.33 Million
9,551 New
9,551 $1.33 Million

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 $645B
  • 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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