A detailed history of First Purpose Wealth LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, First Purpose Wealth LLC holds 5,854 shares of JPM stock, worth $1.42 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
5,854
Previous 5,895 0.7%
Holding current value
$1.42 Million
Previous $1 Million 16.97%
% of portfolio
0.43%
Previous 0.39%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024

SELL
$167.09 - $200.3 $6,850 - $8,212
-41 Reduced 0.7%
5,854 $1.17 Million
Q4 2023

Apr 22, 2024

BUY
$135.69 - $170.3 $2,578 - $3,235
19 Added 0.32%
5,895 $1 Million
Q3 2023

Oct 30, 2023

BUY
$143.21 - $158.0 $16,469 - $18,170
115 Added 2.0%
5,876 $852,000
Q2 2023

Jul 21, 2023

BUY
$127.47 - $145.44 $6,628 - $7,562
52 Added 0.91%
5,761 $837,000
Q1 2023

May 03, 2023

BUY
$124.91 - $143.8 $21,359 - $24,589
171 Added 3.09%
5,709 $743,000
Q4 2022

Jan 26, 2023

SELL
$101.96 - $137.84 $13,254 - $17,919
-130 Reduced 2.29%
5,538 $0
Q3 2022

Oct 24, 2022

BUY
$20.73 - $120.58 $8,105 - $47,146
391 Added 7.41%
5,668 $592,000
Q2 2022

Jul 25, 2022

BUY
$112.61 - $135.91 $33,332 - $40,229
296 Added 5.94%
5,277 $594,000
Q1 2022

Apr 18, 2022

BUY
$128.3 - $168.44 $31,818 - $41,773
248 Added 5.24%
4,981 $679,000
Q4 2021

Feb 24, 2022

BUY
$153.94 - $171.78 $728,598 - $813,034
4,733 New
4,733 $749,000

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 $713B
  • 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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