A detailed history of West Coast Financial LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, West Coast Financial LLC holds 989 shares of JPM stock, worth $245,815. This represents 0.02% of its overall portfolio holdings.

Number of Shares
989
Previous 989 -0.0%
Holding current value
$245,815
Previous $200,000 4.0%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jul 19, 2024

BUY
$180.08 - $204.79 $178,099 - $202,537
989 New
989 $200,000
Q2 2022

Jul 11, 2022

SELL
$112.61 - $135.91 $118,240 - $142,705
-1,050 Reduced 31.17%
2,319 $261,000
Q1 2022

Apr 20, 2022

SELL
$128.3 - $168.44 $77,364 - $101,569
-603 Reduced 15.18%
3,369 $459,000
Q4 2021

Jan 19, 2022

BUY
$153.94 - $171.78 $16,625 - $18,552
108 Added 2.8%
3,972 $629,000
Q3 2021

Nov 03, 2021

BUY
$146.97 - $166.98 $276,744 - $314,423
1,883 Added 95.05%
3,864 $633,000
Q2 2021

Jul 28, 2021

BUY
$147.37 - $166.44 $50,547 - $57,088
343 Added 20.94%
1,981 $308,000
Q1 2021

May 10, 2021

BUY
$125.65 - $157.65 $205,814 - $258,230
1,638 New
1,638 $249,000

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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