A detailed history of Guardian Wealth Management, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Guardian Wealth Management, Inc. holds 711 shares of JPM stock, worth $172,282. This represents 0.11% of its overall portfolio holdings.

Number of Shares
711
Previous 707 0.57%
Holding current value
$172,282
Previous $142,000 4.93%
% of portfolio
0.11%
Previous 0.12%

Shares

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

Nov 14, 2024

BUY
$194.9 - $224.8 $779 - $899
4 Added 0.57%
711 $149,000
Q2 2024

Aug 08, 2024

SELL
$180.08 - $204.79 $3,241 - $3,686
-18 Reduced 2.48%
707 $142,000
Q1 2024

May 14, 2024

BUY
$167.09 - $200.3 $668 - $801
4 Added 0.55%
725 $145,000
Q4 2023

Feb 14, 2024

BUY
$135.69 - $170.3 $814 - $1,021
6 Added 0.84%
721 $122,000
Q3 2023

Oct 31, 2023

BUY
$143.21 - $158.0 $572 - $632
4 Added 0.56%
715 $103,000
Q2 2023

Aug 14, 2023

BUY
$127.47 - $145.44 $637 - $727
5 Added 0.71%
711 $103,000
Q1 2023

May 09, 2023

BUY
$124.91 - $143.8 $2,997 - $3,451
24 Added 3.52%
706 $91,000
Q4 2022

Feb 10, 2023

SELL
$101.96 - $137.84 $305 - $413
-3 Reduced 0.44%
682 $91,000
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $41 - $241
2 Added 0.29%
685 $72,000
Q2 2022

Aug 15, 2022

BUY
$112.61 - $135.91 $225 - $271
2 Added 0.29%
683 $77,000
Q1 2022

May 13, 2022

BUY
$128.3 - $168.44 $256 - $336
2 Added 0.29%
681 $93,000
Q4 2021

Feb 15, 2022

BUY
$153.94 - $171.78 $104,525 - $116,638
679 New
679 $108,000

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 Guardian Wealth Management, Inc. Portfolio

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

News

Stay updated on Guardian Wealth Management, Inc. with notifications on news.