A detailed history of Vance Wealth, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Vance Wealth, Inc. holds 2,641 shares of JPM stock, worth $627,501. This represents 0.21% of its overall portfolio holdings.

Number of Shares
2,641
Previous 2,603 1.46%
Holding current value
$627,501
Previous $526,000 5.7%
% of portfolio
0.21%
Previous 0.22%

Shares

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

Nov 08, 2024

BUY
$194.9 - $224.8 $7,406 - $8,542
38 Added 1.46%
2,641 $556,000
Q1 2024

Apr 30, 2024

BUY
$167.09 - $200.3 $24,228 - $29,043
145 Added 5.9%
2,603 $521,000
Q4 2023

Feb 05, 2024

BUY
$135.69 - $170.3 $21,303 - $26,737
157 Added 6.82%
2,458 $418,000
Q2 2023

Aug 02, 2023

BUY
$127.47 - $145.44 $30,337 - $34,614
238 Added 11.54%
2,301 $334,000
Q1 2023

May 10, 2023

BUY
$124.91 - $143.8 $26,730 - $30,773
214 Added 11.57%
2,063 $268,000
Q4 2022

Jan 27, 2023

SELL
$101.96 - $137.84 $12,235 - $16,540
-120 Reduced 6.09%
1,849 $0
Q3 2022

Oct 31, 2022

BUY
$20.73 - $120.58 $40,817 - $237,422
1,969 New
1,969 $206,000
Q2 2022

Aug 09, 2022

SELL
$112.61 - $135.91 $186,482 - $225,066
-1,656 Closed
0 $0
Q1 2022

May 13, 2022

BUY
$128.3 - $168.44 $4,490 - $5,895
35 Added 2.16%
1,656 $226,000
Q4 2021

Feb 18, 2022

BUY
$153.94 - $171.78 $249,536 - $278,455
1,621 New
1,621 $257,000

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 $697B
  • 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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