A detailed history of Hilltop Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Hilltop Wealth Advisors, LLC holds 1,206 shares of JPM stock, worth $290,899. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,206
Previous 1,165 3.52%
Holding current value
$290,899
Previous $235,000 8.09%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Oct 09, 2024

BUY
$194.9 - $224.8 $7,990 - $9,216
41 Added 3.52%
1,206 $254,000
Q2 2024

Jul 03, 2024

BUY
$180.08 - $204.79 $21,069 - $23,960
117 Added 11.16%
1,165 $235,000
Q1 2024

Apr 05, 2024

BUY
$167.09 - $200.3 $175,110 - $209,914
1,048 New
1,048 $209,000
Q3 2021

Oct 21, 2021

SELL
$146.97 - $166.98 $29,394 - $33,396
-200 Reduced 9.36%
1,936 $317,000
Q2 2020

Jul 09, 2020

SELL
$84.03 - $113.45 $75,879 - $102,445
-903 Reduced 29.71%
2,136 $201,000
Q1 2020

Apr 03, 2020

SELL
$79.03 - $141.09 $7,903 - $14,109
-100 Reduced 3.19%
3,039 $274,000
Q4 2019

Feb 03, 2020

BUY
$111.82 - $139.4 $351,002 - $437,576
3,139 New
3,139 $438,000

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 $708B
  • 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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