A detailed history of Twelve Points Wealth Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Twelve Points Wealth Management LLC holds 16,035 shares of JPM stock, worth $3.24 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares
16,035
Previous 16,247 1.3%
Holding current value
$3.24 Million
Previous $2.76 Million 16.21%
% of portfolio
1.21%
Previous 1.35%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024

SELL
$167.09 - $200.3 $35,423 - $42,463
-212 Reduced 1.3%
16,035 $3.21 Million
Q4 2023

Jan 12, 2024

SELL
$135.69 - $170.3 $185,081 - $232,289
-1,364 Reduced 7.75%
16,247 $2.76 Million
Q3 2023

Oct 18, 2023

BUY
$143.21 - $158.0 $28,069 - $30,968
196 Added 1.13%
17,611 $2.55 Million
Q2 2023

Jul 13, 2023

SELL
$127.47 - $145.44 $89,101 - $101,662
-699 Reduced 3.86%
17,415 $2.53 Million
Q1 2023

Apr 18, 2023

BUY
$124.91 - $143.8 $44,717 - $51,480
358 Added 2.02%
18,114 $2.36 Million
Q4 2022

Jan 17, 2023

BUY
$101.96 - $137.84 $42,517 - $57,479
417 Added 2.4%
17,756 $0
Q3 2022

Oct 20, 2022

SELL
$20.73 - $120.58 $1,098 - $6,390
-53 Reduced 0.3%
17,339 $1.81 Million
Q2 2022

Jul 18, 2022

SELL
$112.61 - $135.91 $4,729 - $5,708
-42 Reduced 0.24%
17,392 $1.96 Million
Q1 2022

May 11, 2022

SELL
$128.3 - $168.44 $57,991 - $76,134
-452 Reduced 2.53%
17,434 $2.38 Million
Q4 2021

Mar 18, 2022

BUY
$153.94 - $171.78 $2.75 Million - $3.07 Million
17,886 New
17,886 $2.83 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 $593B
  • 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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