A detailed history of Newton One Investments LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Newton One Investments LLC holds 1,059 shares of JPM stock, worth $234,557. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,059
Previous 1,053 0.57%
Holding current value
$234,557
Previous $212,000 5.19%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Oct 17, 2024

BUY
$194.9 - $224.8 $1,169 - $1,348
6 Added 0.57%
1,059 $223,000
Q2 2024

Jul 17, 2024

BUY
$180.08 - $204.79 $1,080 - $1,228
6 Added 0.57%
1,053 $212,000
Q1 2024

Apr 16, 2024

BUY
$167.09 - $200.3 $1,002 - $1,201
6 Added 0.58%
1,047 $209,000
Q4 2023

Jan 22, 2024

BUY
$135.69 - $170.3 $1,085 - $1,362
8 Added 0.77%
1,041 $177,000
Q3 2023

Oct 20, 2023

BUY
$143.21 - $158.0 $1,002 - $1,106
7 Added 0.68%
1,033 $149,000
Q2 2023

Jul 20, 2023

BUY
$127.47 - $145.44 $892 - $1,018
7 Added 0.69%
1,026 $149,000
Q4 2020

Jan 28, 2021

BUY
$96.54 - $127.07 $98,374 - $129,484
1,019 New
1,019 $129,000

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 $650B
  • 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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