A detailed history of West Hill Financial Advisors, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, West Hill Financial Advisors, Inc. holds 3,182 shares of JPM stock, worth $794,831. This represents 0.15% of its overall portfolio holdings.

Number of Shares
3,182
Previous 3,096 2.78%
Holding current value
$794,831
Previous $626,000 7.03%
% of portfolio
0.15%
Previous 0.15%

Shares

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

Oct 18, 2024

BUY
$194.9 - $224.8 $16,761 - $19,332
86 Added 2.78%
3,182 $670,000
Q2 2024

Jul 19, 2024

BUY
$180.08 - $204.79 $4,141 - $4,710
23 Added 0.75%
3,096 $626,000
Q1 2024

Apr 24, 2024

BUY
$167.09 - $200.3 $167 - $200
1 Added 0.03%
3,073 $615,000
Q4 2023

Jan 31, 2024

BUY
$135.69 - $170.3 $271 - $340
2 Added 0.07%
3,072 $522,000
Q3 2023

Nov 13, 2023

BUY
$143.21 - $158.0 $439,654 - $485,060
3,070 New
3,070 $445,000
Q2 2022

Jul 29, 2022

SELL
$112.61 - $135.91 $185,018 - $223,300
-1,643 Closed
0 $0
Q1 2022

Apr 27, 2022

BUY
$128.3 - $168.44 $45,161 - $59,290
352 Added 27.27%
1,643 $224,000
Q4 2021

Feb 14, 2022

BUY
$153.94 - $171.78 $198,736 - $221,767
1,291 New
1,291 $204,000

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 $733B
  • 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 West Hill Financial Advisors, Inc. Portfolio

Follow West Hill Financial Advisors, Inc. 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 West Hill Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on West Hill Financial Advisors, Inc. with notifications on news.