A detailed history of Turtle Creek Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Turtle Creek Wealth Advisors, LLC holds 41,020 shares of JPM stock, worth $11 Million. This represents 2.27% of its overall portfolio holdings.

Number of Shares
41,020
Previous 40,454 1.4%
Holding current value
$11 Million
Previous $8.53 Billion 15.27%
% of portfolio
2.27%
Previous 1.71%

Shares

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

Jan 23, 2025

BUY
$205.18 - $250.29 $116,131 - $141,664
566 Added 1.4%
41,020 $9.83 Billion
Q3 2024

Nov 06, 2024

BUY
$194.9 - $224.8 $223,355 - $257,620
1,146 Added 2.92%
40,454 $8.53 Billion
Q2 2024

Jul 31, 2024

BUY
$180.08 - $204.79 $680,702 - $774,106
3,780 Added 10.64%
39,308 $7.95 Billion
Q1 2024

Apr 30, 2024

BUY
$167.09 - $200.3 $292,073 - $350,124
1,748 Added 5.17%
35,528 $7.12 Billion
Q4 2023

Jan 26, 2024

BUY
$135.69 - $170.3 $4.58 Million - $5.75 Million
33,780 New
33,780 $5.75 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 $784B
  • 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
Track This Portfolio

Track Turtle Creek Wealth Advisors, LLC Portfolio

Follow Turtle Creek Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Turtle Creek Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Turtle Creek Wealth Advisors, LLC with notifications on news.