A detailed history of High Net Worth Advisory Group LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, High Net Worth Advisory Group LLC holds 12,542 shares of JPM stock, worth $3.05 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares
12,542
Previous 13,083 4.14%
Holding current value
$3.05 Million
Previous $2.65 Million 0.11%
% of portfolio
0.74%
Previous 0.79%

Shares

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

Oct 11, 2024

SELL
$194.9 - $224.8 $105,440 - $121,616
-541 Reduced 4.14%
12,542 $2.64 Million
Q2 2024

Jul 17, 2024

BUY
$180.08 - $204.79 $88,599 - $100,756
492 Added 3.91%
13,083 $2.65 Million
Q1 2024

Apr 11, 2024

SELL
$167.09 - $200.3 $30,577 - $36,654
-183 Reduced 1.43%
12,591 $2.52 Million
Q4 2023

Jan 08, 2024

SELL
$135.69 - $170.3 $125,920 - $158,038
-928 Reduced 6.77%
12,774 $2.17 Million
Q3 2023

Oct 05, 2023

SELL
$143.21 - $158.0 $196,484 - $216,776
-1,372 Reduced 9.1%
13,702 $1.99 Million
Q2 2023

Jul 07, 2023

BUY
$127.47 - $145.44 $36,583 - $41,741
287 Added 1.94%
15,074 $2.19 Million
Q1 2023

Apr 20, 2023

SELL
$124.91 - $143.8 $95,431 - $109,863
-764 Reduced 4.91%
14,787 $1.93 Million
Q4 2022

Feb 14, 2023

SELL
$101.96 - $137.84 $68,007 - $91,939
-667 Reduced 4.11%
15,551 $2.09 Million
Q3 2022

Oct 24, 2022

BUY
$20.73 - $120.58 $56,800 - $330,389
2,740 Added 20.33%
16,218 $1.7 Million
Q2 2022

Aug 10, 2022

SELL
$112.61 - $135.91 $379,495 - $458,016
-3,370 Reduced 20.0%
13,478 $1.52 Million
Q1 2022

Aug 10, 2022

BUY
$128.3 - $168.44 $128 - $168
1 Added 0.01%
16,848 $2.3 Million
Q1 2022

May 13, 2022

SELL
$128.3 - $168.44 $127,915 - $167,934
-997 Reduced 5.59%
16,847 $2.29 Million
Q4 2021

Apr 27, 2022

BUY
$153.94 - $171.78 $2.75 Million - $3.07 Million
17,844 New
17,844 $2.98 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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