A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 2,124 shares of JPM stock, worth $470,444. This represents 0.21% of its overall portfolio holdings.

Number of Shares
2,124
Previous 1,909 11.26%
Holding current value
$470,444
Previous $386 Million 16.01%
% of portfolio
0.21%
Previous 0.19%

Shares

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

Oct 25, 2024

BUY
$194.9 - $224.8 $41,903 - $48,332
215 Added 11.26%
2,124 $448 Million
Q2 2024

Jul 31, 2024

BUY
$180.08 - $204.79 $35,115 - $39,934
195 Added 11.38%
1,909 $386 Million
Q1 2024

Apr 23, 2024

SELL
$167.09 - $200.3 $32,248 - $38,657
-193 Reduced 10.12%
1,714 $343 Million
Q4 2023

Jan 17, 2024

BUY
$135.69 - $170.3 $258,760 - $324,762
1,907 New
1,907 $325 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 $650B
  • 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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