A detailed history of Insight Wealth Partners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Insight Wealth Partners, LLC holds 1,971 shares of JPM stock, worth $437,404. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,971
Previous 1,913 3.03%
Holding current value
$437,404
Previous $383,000 3.92%
% of portfolio
0.07%
Previous 0.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024

BUY
$180.08 - $204.79 $10,444 - $11,877
58 Added 3.03%
1,971 $398,000
Q1 2024

May 10, 2024

BUY
$167.09 - $200.3 $48,957 - $58,687
293 Added 18.09%
1,913 $383,000
Q4 2023

Feb 13, 2024

BUY
$135.69 - $170.3 $219,817 - $275,886
1,620 New
1,620 $275,000
Q2 2022

Jul 13, 2022

SELL
$112.61 - $135.91 $281,975 - $340,318
-2,504 Closed
0 $0
Q1 2022

May 02, 2022

SELL
$128.3 - $168.44 $68,127 - $89,441
-531 Reduced 17.5%
2,504 $341,000
Q4 2021

Feb 04, 2022

BUY
$153.94 - $171.78 $467,207 - $521,352
3,035 New
3,035 $481,000

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 $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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