A detailed history of Willner & Heller, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Willner & Heller, LLC holds 5,019 shares of JPM stock, worth $1.19 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares
5,019
Previous 5,260 4.58%
Holding current value
$1.19 Million
Previous $1.06 Million 0.56%
% of portfolio
0.97%
Previous 1.05%

Shares

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

Oct 10, 2024

SELL
$194.9 - $224.8 $46,970 - $54,176
-241 Reduced 4.58%
5,019 $1.06 Million
Q2 2024

Jul 19, 2024

BUY
$180.08 - $204.79 $5,222 - $5,938
29 Added 0.55%
5,260 $1.06 Million
Q1 2024

Jul 19, 2024

SELL
$167.09 - $200.3 $4,678 - $5,608
-28 Reduced 0.53%
5,231 $1.05 Million
Q4 2023

Mar 06, 2024

BUY
$135.69 - $170.3 $30,937 - $38,828
228 Added 4.53%
5,259 $894,000
Q4 2022

Feb 14, 2023

SELL
$101.96 - $137.84 $17,944 - $24,259
-176 Reduced 3.38%
5,031 $674,000
Q3 2022

Oct 24, 2022

BUY
$20.73 - $120.58 $1,824 - $10,611
88 Added 1.72%
5,207 $544,000
Q2 2022

Jul 22, 2022

BUY
$112.61 - $135.91 $28,828 - $34,792
256 Added 5.26%
5,119 $576,000
Q1 2022

Jul 05, 2022

SELL
$128.3 - $168.44 $22,965 - $30,150
-179 Reduced 3.55%
4,863 $770,000
Q4 2021

Jun 06, 2022

BUY
$153.94 - $171.78 $776,165 - $866,114
5,042 New
5,042 $825,000

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 $697B
  • 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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