A detailed history of Wescott Financial Advisory Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 2,614 shares of JPM stock, worth $649,709. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,614
Previous 2,554 2.35%
Holding current value
$649,709
Previous $516,000 6.59%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Nov 12, 2024

BUY
$194.9 - $224.8 $11,694 - $13,488
60 Added 2.35%
2,614 $550,000
Q2 2024

Aug 14, 2024

BUY
$180.08 - $204.79 $16,927 - $19,250
94 Added 3.82%
2,554 $516,000
Q1 2024

May 13, 2024

SELL
$167.09 - $200.3 $40,435 - $48,472
-242 Reduced 8.96%
2,460 $492,000
Q4 2023

Feb 13, 2024

SELL
$135.69 - $170.3 $678 - $851
-5 Reduced 0.18%
2,702 $459,000
Q3 2023

Nov 09, 2023

SELL
$143.21 - $158.0 $5,155 - $5,688
-36 Reduced 1.31%
2,707 $392,000
Q2 2023

Aug 11, 2023

SELL
$127.47 - $145.44 $65,774 - $75,047
-516 Reduced 15.83%
2,743 $398,000
Q1 2023

May 10, 2023

BUY
$124.91 - $143.8 $175,998 - $202,614
1,409 Added 76.16%
3,259 $424,000
Q4 2022

Feb 06, 2023

BUY
$101.96 - $137.84 $188,626 - $255,004
1,850 New
1,850 $248,000
Q4 2021

Jan 31, 2022

SELL
$153.94 - $171.78 $320,041 - $357,130
-2,079 Closed
0 $0
Q3 2021

Oct 29, 2021

BUY
$146.97 - $166.98 $305,550 - $347,151
2,079 New
2,079 $340,000

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 $729B
  • 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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