A detailed history of Westshore Wealth, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Westshore Wealth, LLC holds 2,347 shares of JPM stock, worth $494,700. This represents 0.18% of its overall portfolio holdings.

Number of Shares
2,347
Previous 2,415 2.82%
Holding current value
$494,700
Previous $350,000 14.0%
% of portfolio
0.18%
Previous 0.2%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 15, 2024

SELL
$135.69 - $170.3 $9,226 - $11,580
-68 Reduced 2.82%
2,347 $399,000
Q3 2023

Feb 15, 2024

BUY
$143.21 - $158.0 $11,886 - $13,114
83 Added 3.56%
2,415 $350,000
Q2 2023

Sep 05, 2023

SELL
$127.47 - $145.44 $205,736 - $234,740
-1,614 Reduced 40.9%
2,332 $339,000
Q1 2023

May 12, 2023

BUY
$124.91 - $143.8 $12,116 - $13,948
97 Added 2.52%
3,946 $514,000
Q4 2022

Feb 14, 2023

BUY
$101.96 - $137.84 $101 - $137
1 Added 0.03%
3,849 $516,000
Q3 2022

Nov 02, 2022

BUY
$20.73 - $120.58 $787 - $4,582
38 Added 1.0%
3,848 $402,000
Q2 2022

Jul 15, 2022

BUY
$112.61 - $135.91 $14,639 - $17,668
130 Added 3.53%
3,810 $429,000
Q1 2022

May 10, 2022

BUY
$128.3 - $168.44 $57,991 - $76,134
452 Added 14.0%
3,680 $502,000
Q4 2021

Feb 17, 2022

BUY
$153.94 - $171.78 $40,486 - $45,178
263 Added 8.87%
3,228 $511,000
Q3 2021

Nov 16, 2021

SELL
$146.97 - $166.98 $867,710 - $985,849
-5,904 Reduced 66.57%
2,965 $485,000
Q2 2021

Aug 19, 2021

BUY
$147.37 - $166.44 $1,915 - $2,163
13 Added 0.15%
8,869 $1.38 Million
Q1 2021

May 14, 2021

BUY
$125.65 - $157.65 $754,276 - $946,372
6,003 Added 210.41%
8,856 $1.35 Million
Q4 2019

Mar 30, 2020

BUY
$111.82 - $139.4 $319,022 - $397,708
2,853 New
2,853 $398,000

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 $618B
  • 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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