A detailed history of Facet Wealth, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Facet Wealth, Inc. holds 3,020 shares of JPM stock, worth $731,776. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,020
Previous 2,329 29.67%
Holding current value
$731,776
Previous $471,000 35.03%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Nov 04, 2024

BUY
$194.9 - $224.8 $134,675 - $155,336
691 Added 29.67%
3,020 $636,000
Q2 2024

Jul 31, 2024

BUY
$180.08 - $204.79 $43,939 - $49,968
244 Added 11.7%
2,329 $471,000
Q1 2024

May 07, 2024

SELL
$167.09 - $200.3 $20,886 - $25,037
-125 Reduced 5.66%
2,085 $417,000
Q4 2023

Feb 07, 2024

BUY
$135.69 - $170.3 $44,099 - $55,347
325 Added 17.24%
2,210 $375,000
Q3 2023

Nov 01, 2023

BUY
$143.21 - $158.0 $269,950 - $297,830
1,885 New
1,885 $273,000

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 $711B
  • 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 Facet Wealth, Inc. Portfolio

Follow Facet Wealth, Inc. 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 Facet Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Facet Wealth, Inc. with notifications on news.