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 40,454 shares of JPM stock, worth $9.9 Million. This represents 1.71% of its overall portfolio holdings.

Number of Shares
40,454
Previous 39,308 2.92%
Holding current value
$9.9 Million
Previous $7.95 Billion 7.29%
% of portfolio
1.71%
Previous 1.84%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $718B
  • 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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