A detailed history of Washburn Capital Management, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Washburn Capital Management, Inc. holds 1,670 shares of JPM stock, worth $408,749. This represents 0.25% of its overall portfolio holdings.

Number of Shares
1,670
Previous 1,620 3.09%
Holding current value
$408,749
Previous $327,000 7.65%
% of portfolio
0.25%
Previous 0.23%

Shares

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

Oct 24, 2024

BUY
$194.9 - $224.8 $9,745 - $11,240
50 Added 3.09%
1,670 $352,000
Q2 2024

Jul 25, 2024

BUY
$180.08 - $204.79 $5,402 - $6,143
30 Added 1.89%
1,620 $327,000
Q1 2024

Apr 30, 2024

SELL
$167.09 - $200.3 $21,387 - $25,638
-128 Reduced 7.45%
1,590 $318,000
Q3 2023

Nov 08, 2023

BUY
$143.21 - $158.0 $3,580 - $3,950
25 Added 1.48%
1,718 $249,000
Q2 2023

Aug 03, 2023

SELL
$127.47 - $145.44 $102,613 - $117,079
-805 Reduced 32.23%
1,693 $246,000
Q1 2023

Apr 14, 2023

SELL
$124.91 - $143.8 $62,455 - $71,900
-500 Reduced 16.68%
2,498 $325,000
Q4 2022

Feb 07, 2023

SELL
$101.96 - $137.84 $3,976 - $5,375
-39 Reduced 1.28%
2,998 $402,000
Q3 2022

Oct 28, 2022

SELL
$20.73 - $120.58 $1,492 - $8,681
-72 Reduced 2.32%
3,037 $317,000
Q2 2022

Jul 15, 2022

SELL
$112.61 - $135.91 $5,630 - $6,795
-50 Reduced 1.58%
3,109 $350,000
Q1 2022

May 06, 2022

SELL
$128.3 - $168.44 $143,567 - $188,484
-1,119 Reduced 26.16%
3,159 $431,000
Q4 2021

Feb 01, 2022

BUY
$153.94 - $171.78 $85,128 - $94,994
553 Added 14.85%
4,278 $677,000
Q3 2021

Nov 12, 2021

SELL
$146.97 - $166.98 $43,356 - $49,259
-295 Reduced 7.34%
3,725 $609,000
Q2 2021

Aug 02, 2021

BUY
$147.37 - $166.44 $162,401 - $183,416
1,102 Added 37.77%
4,020 $625,000
Q1 2021

May 03, 2021

BUY
$125.65 - $157.65 $366,646 - $460,022
2,918 New
2,918 $444,000

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 $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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