A detailed history of Towerpoint Wealth, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Towerpoint Wealth, LLC holds 1,481 shares of JPM stock, worth $407,260. This represents 0.18% of its overall portfolio holdings.

Number of Shares
1,481
Previous 1,379 7.4%
Holding current value
$407,260
Previous $290,000 22.41%
% of portfolio
0.18%
Previous 0.14%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025

BUY
$205.18 - $250.29 $20,928 - $25,529
102 Added 7.4%
1,481 $355,000
Q2 2024

Jul 12, 2024

BUY
$180.08 - $204.79 $44,299 - $50,378
246 Added 21.71%
1,379 $278,000
Q1 2024

Apr 15, 2024

BUY
$167.09 - $200.3 $189,312 - $226,939
1,133 New
1,133 $226,000

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 $807B
  • 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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