A detailed history of Forza Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Forza Wealth Management, LLC holds 17,746 shares of JPM stock, worth $4.28 Million. This represents 1.71% of its overall portfolio holdings.

Number of Shares
17,746
Previous 17,257 2.83%
Holding current value
$4.28 Million
Previous $3.49 Billion 7.21%
% of portfolio
1.71%
Previous 1.8%

Shares

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

Oct 28, 2024

BUY
$194.9 - $224.8 $95,306 - $109,927
489 Added 2.83%
17,746 $3.74 Billion
Q2 2024

Jul 17, 2024

BUY
$180.08 - $204.79 $9,544 - $10,853
53 Added 0.31%
17,257 $3.49 Billion
Q1 2024

Apr 22, 2024

SELL
$167.09 - $200.3 $41,772 - $50,075
-250 Reduced 1.43%
17,204 $3.45 Billion
Q4 2023

Jan 24, 2024

SELL
$135.69 - $170.3 $426,745 - $535,593
-3,145 Reduced 15.27%
17,454 $2.97 Billion
Q3 2023

Oct 24, 2023

BUY
$143.21 - $158.0 $42,963 - $47,400
300 Added 1.48%
20,599 $2.99 Billion
Q2 2023

Jul 25, 2023

SELL
$127.47 - $145.44 $19,757 - $22,543
-155 Reduced 0.76%
20,299 $2.95 Billion
Q1 2023

May 03, 2023

BUY
$124.91 - $143.8 $456,670 - $525,732
3,656 Added 21.76%
20,454 $2.67 Billion
Q4 2022

Feb 06, 2023

BUY
$101.96 - $137.84 $1.71 Million - $2.32 Million
16,798 New
16,798 $2.25 Billion

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 $708B
  • 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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