A detailed history of Weaver Consulting Group transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Weaver Consulting Group holds 3,580 shares of JPM stock, worth $731,573. This represents 0.27% of its overall portfolio holdings.

Number of Shares
3,580
Previous 2,996 19.49%
Holding current value
$731,573
Previous $600,000 20.67%
% of portfolio
0.27%
Previous 0.24%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024

BUY
$180.08 - $204.79 $105,166 - $119,597
584 Added 19.49%
3,580 $724,000
Q1 2024

Apr 16, 2024

SELL
$167.09 - $200.3 $21,888 - $26,239
-131 Reduced 4.19%
2,996 $600,000
Q4 2023

Jan 22, 2024

SELL
$135.69 - $170.3 $542 - $681
-4 Reduced 0.13%
3,127 $531,000
Q3 2023

Oct 13, 2023

SELL
$143.21 - $158.0 $16,755 - $18,486
-117 Reduced 3.6%
3,131 $454,000
Q2 2023

Jul 19, 2023

BUY
$127.47 - $145.44 $7,393 - $8,435
58 Added 1.82%
3,248 $472,000
Q1 2023

Apr 11, 2023

SELL
$124.91 - $143.8 $23,233 - $26,746
-186 Reduced 5.51%
3,190 $415,000
Q4 2022

Jan 09, 2023

BUY
$101.96 - $137.84 $2,854 - $3,859
28 Added 0.84%
3,376 $0
Q3 2022

Oct 04, 2022

BUY
$20.73 - $120.58 $538 - $3,135
26 Added 0.78%
3,348 $350,000
Q2 2022

Jul 20, 2022

BUY
$112.61 - $135.91 $11,373 - $13,726
101 Added 3.14%
3,322 $374,000
Q1 2022

May 06, 2022

BUY
$128.3 - $168.44 $16,294 - $21,391
127 Added 4.1%
3,221 $439,000
Q4 2021

Feb 01, 2022

BUY
$153.94 - $171.78 $9,082 - $10,135
59 Added 1.94%
3,094 $490,000
Q3 2021

Oct 28, 2021

BUY
$146.97 - $166.98 $20,134 - $22,876
137 Added 4.73%
3,035 $497,000
Q2 2021

Jul 06, 2021

BUY
$147.37 - $166.44 $40,968 - $46,270
278 Added 10.61%
2,898 $451,000
Q1 2021

Apr 07, 2021

SELL
$125.65 - $157.65 $6,282 - $7,882
-50 Reduced 1.87%
2,620 $399,000
Q4 2020

Jan 29, 2021

BUY
$96.54 - $127.07 $1,930 - $2,541
20 Added 0.75%
2,670 $339,000
Q3 2020

Oct 28, 2020

BUY
$91.28 - $103.82 $13,692 - $15,572
150 Added 6.0%
2,650 $255,000
Q2 2020

Jul 24, 2020

BUY
$84.03 - $113.45 $45,292 - $61,149
539 Added 27.49%
2,500 $235,000
Q1 2020

Apr 28, 2020

BUY
$79.03 - $141.09 $9,088 - $16,225
115 Added 6.23%
1,961 $177,000
Q4 2019

Jan 31, 2020

BUY
$111.82 - $139.4 $6,261 - $7,806
56 Added 3.13%
1,846 $217,000
Q3 2019

Nov 22, 2019

BUY
$104.8 - $120.23 $75,665 - $86,806
722 Added 67.6%
1,790 $207,000
Q1 2019

Jun 19, 2019

BUY
$97.11 - $107.19 $103,713 - $114,478
1,068 New
1,068 $118,000

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 $599B
  • 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
Track This Portfolio

Track Weaver Consulting Group Portfolio

Follow Weaver Consulting Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Weaver Consulting Group, based on Form 13F filings with the SEC.

News

Stay updated on Weaver Consulting Group with notifications on news.