A detailed history of Tower Wealth Partners, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Tower Wealth Partners, Inc. holds 2,131 shares of JPM stock, worth $506,325. This represents 0.26% of its overall portfolio holdings.

Number of Shares
2,131
Previous 2,142 0.51%
Holding current value
$506,325
Previous $433,000 3.7%
% of portfolio
0.26%
Previous 0.27%

Shares

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

Oct 28, 2024

SELL
$194.9 - $224.8 $2,143 - $2,472
-11 Reduced 0.51%
2,131 $449,000
Q2 2024

Aug 09, 2024

BUY
$180.08 - $204.79 $67,530 - $76,796
375 Added 21.22%
2,142 $433,000
Q1 2024

Apr 18, 2024

SELL
$167.09 - $200.3 $116,963 - $140,210
-700 Reduced 28.37%
1,767 $353,000
Q4 2023

Jan 22, 2024

SELL
$135.69 - $170.3 $4,749 - $5,960
-35 Reduced 1.4%
2,467 $419,000
Q3 2023

Oct 25, 2023

SELL
$143.21 - $158.0 $38,666 - $42,660
-270 Reduced 9.74%
2,502 $362,000
Q2 2023

Jul 31, 2023

BUY
$127.47 - $145.44 $1,912 - $2,181
15 Added 0.54%
2,772 $403,000
Q1 2023

May 04, 2023

BUY
$124.91 - $143.8 $7,869 - $9,059
63 Added 2.34%
2,757 $359,000
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $2,363 - $13,746
114 Added 4.42%
2,694 $339,000
Q2 2022

Aug 15, 2022

BUY
$112.61 - $135.91 $95,380 - $115,115
847 Added 48.87%
2,580 $291,000
Q1 2022

Apr 15, 2022

SELL
$128.3 - $168.44 $53,116 - $69,734
-414 Reduced 19.28%
1,733 $236,000
Q4 2021

Feb 11, 2022

BUY
$153.94 - $171.78 $57,419 - $64,073
373 Added 21.03%
2,147 $340,000
Q3 2021

Nov 15, 2021

BUY
$146.97 - $166.98 $8,083 - $9,183
55 Added 3.2%
1,774 $290,000
Q1 2021

May 17, 2021

SELL
$125.65 - $157.65 $15,706 - $19,706
-125 Reduced 6.78%
1,719 $262,000
Q4 2020

Apr 09, 2021

BUY
$96.54 - $127.07 $178,019 - $234,317
1,844 New
1,844 $234,000

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 $697B
  • 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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