A detailed history of Western Pacific Wealth Management, LP transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Western Pacific Wealth Management, LP holds 1,357 shares of JPM stock, worth $277,900. This represents 0.2% of its overall portfolio holdings.

Number of Shares
1,357
Previous 1,356 0.07%
Holding current value
$277,900
Previous $230,000 17.83%
% of portfolio
0.2%
Previous 0.17%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

BUY
$167.09 - $200.3 $167 - $200
1 Added 0.07%
1,357 $271,000
Q4 2023

Feb 09, 2024

SELL
$135.69 - $170.3 $44,777 - $56,199
-330 Reduced 19.57%
1,356 $230,000
Q1 2023

May 11, 2023

SELL
$124.91 - $143.8 $8,743 - $10,066
-70 Reduced 3.99%
1,686 $219,000
Q4 2022

Feb 03, 2023

BUY
$101.96 - $137.84 $53,019 - $71,676
520 Added 42.07%
1,756 $235,000
Q3 2022

Oct 27, 2022

BUY
$20.73 - $120.58 $15,423 - $89,711
744 Added 151.22%
1,236 $129,000
Q4 2021

Feb 14, 2022

BUY
$153.94 - $171.78 $75,738 - $84,515
492 New
492 $77,000

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 $601B
  • 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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