A detailed history of Wfa Of San Diego, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wfa Of San Diego, LLC holds 917 shares of JPM stock, worth $201,538. This represents 0.17% of its overall portfolio holdings.

Number of Shares
917
Previous 1,264 27.45%
Holding current value
$201,538
Previous $183,000 1.09%
% of portfolio
0.17%
Previous 0.19%

Shares

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

Aug 14, 2024

SELL
$180.08 - $204.79 $62,487 - $71,062
-347 Reduced 27.45%
917 $185,000
Q3 2023

Nov 02, 2023

BUY
$143.21 - $158.0 $74,898 - $82,634
523 Added 70.58%
1,264 $183,000
Q2 2023

Aug 10, 2023

BUY
$127.47 - $145.44 $94,455 - $107,771
741 New
741 $107,000
Q4 2022

Jan 31, 2023

BUY
$101.96 - $137.84 $101,552 - $137,288
996 New
996 $133,000
Q2 2022

Jul 28, 2022

BUY
$112.61 - $135.91 $77,363 - $93,370
687 New
687 $77,000
Q1 2022

Apr 25, 2022

SELL
$128.3 - $168.44 $138,692 - $182,083
-1,081 Closed
0 $0
Q4 2021

Feb 07, 2022

BUY
$153.94 - $171.78 $43,718 - $48,785
284 Added 35.63%
1,081 $171,000
Q3 2021

Oct 25, 2021

SELL
$146.97 - $166.98 $761,892 - $865,624
-5,184 Reduced 86.67%
797 $130,000
Q2 2020

Aug 18, 2020

BUY
$84.03 - $113.45 $502,583 - $678,544
5,981 New
5,981 $822,000

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 $645B
  • 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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