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 3,096 shares of JPM stock, worth $635,237. This represents 0.15% of its overall portfolio holdings.

Number of Shares
3,096
Previous 3,073 0.75%
Holding current value
$635,237
Previous $615,000 1.79%
% of portfolio
0.15%
Previous 0.15%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $602B
  • 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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