A detailed history of Gateway Wealth Partners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Gateway Wealth Partners, LLC holds 5,090 shares of JPM stock, worth $1.24 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
5,090
Previous 5,275 3.51%
Holding current value
$1.24 Million
Previous $1.07 Billion 0.6%
% of portfolio
0.3%
Previous 0.32%

Shares

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

Oct 24, 2024

SELL
$194.9 - $224.8 $36,056 - $41,588
-185 Reduced 3.51%
5,090 $1.07 Billion
Q2 2024

Aug 16, 2024

SELL
$180.08 - $204.79 $17,647 - $20,069
-98 Reduced 1.82%
5,275 $1.07 Billion
Q1 2024

May 14, 2024

BUY
$167.09 - $200.3 $6,683 - $8,012
40 Added 0.75%
5,373 $1.08 Billion
Q4 2023

Feb 13, 2024

SELL
$135.69 - $170.3 $490,519 - $615,634
-3,615 Reduced 40.4%
5,333 $907 Million
Q3 2023

Nov 14, 2023

BUY
$143.21 - $158.0 $76,187 - $84,056
532 Added 6.32%
8,948 $1.3 Billion
Q2 2023

Aug 14, 2023

BUY
$127.47 - $145.44 $104,397 - $119,115
819 Added 10.78%
8,416 $1.22 Billion
Q1 2023

May 10, 2023

BUY
$124.91 - $143.8 $202,354 - $232,956
1,620 Added 27.1%
7,597 $990 Million
Q4 2022

Feb 15, 2023

BUY
$101.96 - $137.84 $609,414 - $823,869
5,977 New
5,977 $801 Million

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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