A detailed history of Heartwood Wealth Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 6,907 shares of JPM stock, worth $1.67 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
6,907
Previous 7,052 2.06%
Holding current value
$1.67 Million
Previous $1.43 Million 2.03%
% of portfolio
0.16%
Previous 0.17%

Shares

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

Oct 07, 2024

SELL
$194.9 - $224.8 $28,260 - $32,596
-145 Reduced 2.06%
6,907 $1.46 Million
Q2 2024

Jul 09, 2024

BUY
$180.08 - $204.79 $124,075 - $141,100
689 Added 10.83%
7,052 $1.43 Million
Q1 2024

Apr 02, 2024

SELL
$167.09 - $200.3 $768,781 - $921,580
-4,601 Reduced 41.96%
6,363 $1.27 Million
Q4 2023

Jan 17, 2024

BUY
$135.69 - $170.3 $143,424 - $180,007
1,057 Added 10.67%
10,964 $1.86 Million
Q3 2023

Oct 17, 2023

SELL
$143.21 - $158.0 $199,634 - $220,252
-1,394 Reduced 12.34%
9,907 $1.44 Million
Q2 2023

Jul 19, 2023

BUY
$127.47 - $145.44 $150,542 - $171,764
1,181 Added 11.67%
11,301 $1.64 Million
Q1 2023

Apr 14, 2023

BUY
$124.91 - $143.8 $612,433 - $705,051
4,903 Added 93.98%
10,120 $1.32 Million
Q4 2022

Jan 12, 2023

SELL
$101.96 - $137.84 $11,215 - $15,162
-110 Reduced 2.06%
5,217 $0
Q3 2022

Oct 25, 2022

BUY
$20.73 - $120.58 $10,966 - $63,786
529 Added 11.03%
5,327 $557,000
Q2 2022

Jul 25, 2022

BUY
$112.61 - $135.91 $24,436 - $29,492
217 Added 4.74%
4,798 $540,000
Q1 2022

Apr 26, 2022

BUY
$128.3 - $168.44 $3,464 - $4,547
27 Added 0.59%
4,581 $624,000
Q4 2021

Jan 12, 2022

BUY
$153.94 - $171.78 $103,447 - $115,436
672 Added 17.31%
4,554 $721,000
Q3 2021

Oct 12, 2021

BUY
$146.97 - $166.98 $13,227 - $15,028
90 Added 2.37%
3,882 $635,000
Q1 2021

Apr 19, 2021

BUY
$125.65 - $157.65 $121,252 - $152,132
965 Added 34.14%
3,792 $577,000
Q1 2020

May 04, 2020

SELL
$79.03 - $141.09 $16,201 - $28,923
-205 Reduced 6.76%
2,827 $255,000
Q4 2019

Jan 31, 2020

BUY
$111.82 - $139.4 $339,038 - $422,660
3,032 New
3,032 $423,000

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
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