A detailed history of Impact Partnership Wealth, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Impact Partnership Wealth, LLC holds 3,678 shares of JPM stock, worth $816,221. This represents 0.18% of its overall portfolio holdings.

Number of Shares
3,678
Previous 3,793 3.03%
Holding current value
$816,221
Previous $767 Million 1.09%
% of portfolio
0.18%
Previous 0.2%

Shares

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

Oct 22, 2024

SELL
$194.9 - $224.8 $22,413 - $25,852
-115 Reduced 3.03%
3,678 $776 Million
Q2 2024

Aug 02, 2024

BUY
$180.08 - $204.79 $614,613 - $698,948
3,413 Added 898.16%
3,793 $767 Million
Q1 2024

May 13, 2024

SELL
$167.09 - $200.3 $20,384 - $24,436
-122 Reduced 24.3%
380 $76.1 Million
Q4 2023

Feb 14, 2024

SELL
$135.69 - $170.3 $117,507 - $147,479
-866 Reduced 63.3%
502 $85.3 Million
Q3 2023

Oct 17, 2023

BUY
$143.21 - $158.0 $86,928 - $95,906
607 Added 79.76%
1,368 $198 Million
Q2 2023

Jul 17, 2023

BUY
$127.47 - $145.44 $97,004 - $110,679
761 New
761 $111 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 $651B
  • 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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