A detailed history of Axim Planning & Wealth transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Axim Planning & Wealth holds 1,943 shares of JPM stock, worth $430,355. This represents 0.46% of its overall portfolio holdings.

Number of Shares
1,943
Previous 1,906 1.94%
Holding current value
$430,355
Previous $385,000 6.23%
% of portfolio
0.46%
Previous 0.46%

Shares

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

Nov 05, 2024

BUY
$194.9 - $224.8 $7,211 - $8,317
37 Added 1.94%
1,943 $409,000
Q2 2024

Jul 29, 2024

BUY
$180.08 - $204.79 $13,145 - $14,949
73 Added 3.98%
1,906 $385,000
Q1 2024

Apr 24, 2024

SELL
$167.09 - $200.3 $304,772 - $365,347
-1,824 Reduced 49.88%
1,833 $367,000
Q4 2023

Jan 25, 2024

SELL
$135.69 - $170.3 $156,314 - $196,185
-1,152 Reduced 23.96%
3,657 $622,000
Q3 2023

Nov 01, 2023

BUY
$143.21 - $158.0 $12,745 - $14,062
89 Added 1.89%
4,809 $697,000
Q2 2023

Jul 19, 2023

BUY
$127.47 - $145.44 $9,305 - $10,617
73 Added 1.57%
4,720 $686,000
Q1 2023

Apr 26, 2023

BUY
$124.91 - $143.8 $17,987 - $20,707
144 Added 3.2%
4,647 $605,000
Q4 2022

Feb 08, 2023

BUY
$101.96 - $137.84 $200,963 - $271,682
1,971 Added 77.84%
4,503 $603,000
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $5,058 - $29,421
244 Added 10.66%
2,532 $265,000
Q2 2022

Oct 13, 2022

BUY
$112.61 - $135.91 $257,651 - $310,962
2,288 New
2,288 $258,000

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 $650B
  • 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
Track This Portfolio

Track Axim Planning & Wealth Portfolio

Follow Axim Planning & Wealth and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Axim Planning & Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Axim Planning & Wealth with notifications on news.