A detailed history of Iron Horse Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Iron Horse Wealth Management, LLC holds 1,165 shares of JPM stock, worth $311,404. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,165
Previous 1,155 0.87%
Holding current value
$311,404
Previous $243,000 14.81%
% of portfolio
0.1%
Previous 0.09%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025

BUY
$205.18 - $250.29 $2,051 - $2,502
10 Added 0.87%
1,165 $279,000
Q3 2024

Oct 22, 2024

BUY
$194.9 - $224.8 $152,022 - $175,344
780 Added 208.0%
1,155 $243,000
Q1 2024

Apr 17, 2024

SELL
$167.09 - $200.3 $6,683 - $8,012
-40 Reduced 9.64%
375 $75,000
Q4 2023

Jan 22, 2024

SELL
$135.69 - $170.3 $6,784 - $8,515
-50 Reduced 10.75%
415 $70,000
Q3 2023

Oct 18, 2023

BUY
$143.21 - $158.0 $1,432 - $1,580
10 Added 2.2%
465 $67,000
Q4 2022

Jan 19, 2023

BUY
$101.96 - $137.84 $45,882 - $62,028
450 Added 9000.0%
455 $61,000
Q3 2022

Oct 12, 2022

SELL
$20.73 - $120.58 $7,255 - $42,203
-350 Reduced 98.59%
5 $1,000
Q2 2022

Aug 04, 2022

BUY
$112.61 - $135.91 $7,319 - $8,834
65 Added 22.41%
355 $40,000
Q2 2021

Jul 23, 2021

BUY
$147.37 - $166.44 $14,737 - $16,644
100 Added 52.63%
290 $45,000
Q4 2020

Jan 14, 2021

BUY
$96.54 - $127.07 $18,342 - $24,143
190 New
190 $24,000

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 $784B
  • 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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