A detailed history of Golden State Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 12,871 shares of JPM stock, worth $3.56 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares
12,871
Previous 12,247 5.1%
Holding current value
$3.56 Million
Previous $1.67 Million 184760.46%
% of portfolio
0.46%
Previous 0.33%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025

BUY
$205.18 - $250.29 $128,032 - $156,180
624 Added 5.1%
12,871 $3.09 Billion
Q1 2022

May 19, 2022

BUY
$128.3 - $168.44 $86,089 - $113,023
671 Added 5.8%
12,247 $1.67 Million
Q1 2022

May 16, 2022

SELL
$128.3 - $168.44 $516,792 - $678,476
-4,028 Reduced 25.81%
11,576 $1.76 Million
Q4 2021

Feb 14, 2022

BUY
$153.94 - $171.78 $283,249 - $316,075
1,840 Added 13.37%
15,604 $2.47 Million
Q3 2021

Nov 15, 2021

SELL
$146.97 - $166.98 $17,342 - $19,703
-118 Reduced 0.85%
13,764 $2.25 Million
Q2 2021

Aug 12, 2021

BUY
$147.37 - $166.44 $339,835 - $383,810
2,306 Added 19.92%
13,882 $2.16 Million
Q1 2021

May 14, 2021

SELL
$125.65 - $157.65 $227,929 - $285,977
-1,814 Reduced 13.55%
11,576 $1.76 Million
Q4 2020

Jan 28, 2021

BUY
$96.54 - $127.07 $58,985 - $77,639
611 Added 4.78%
13,390 $1.7 Million
Q3 2020

Nov 12, 2020

SELL
$91.28 - $103.82 $131,260 - $149,293
-1,438 Reduced 10.11%
12,779 $1.23 Million
Q2 2020

Aug 13, 2020

BUY
$84.03 - $113.45 $685,768 - $925,865
8,161 Added 134.76%
14,217 $1.34 Million
Q2 2020

Aug 11, 2020

SELL
$84.03 - $113.45 $452,249 - $610,587
-5,382 Reduced 47.05%
6,056 $570,000
Q1 2020

Apr 17, 2020

BUY
$79.03 - $141.09 $671,992 - $1.2 Million
8,503 Added 289.71%
11,438 $1.03 Million
Q4 2019

Feb 13, 2020

BUY
$111.82 - $139.4 $328,191 - $409,139
2,935 New
2,935 $409,000

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 $812B
  • 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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