A detailed history of Private Wealth Strategies, L.L.C. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Private Wealth Strategies, L.L.C. holds 4,731 shares of JPM stock, worth $1.15 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
4,731
Previous 4,445 6.43%
Holding current value
$1.15 Million
Previous $890,000 7.42%
% of portfolio
0.19%
Previous 0.19%

Shares

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

Aug 01, 2024

BUY
$180.08 - $204.79 $51,502 - $58,569
286 Added 6.43%
4,731 $956,000
Q1 2024

May 14, 2024

SELL
$167.09 - $200.3 $42,775 - $51,276
-256 Reduced 5.45%
4,445 $890,000
Q4 2023

Feb 12, 2024

BUY
$135.69 - $170.3 $10,312 - $12,942
76 Added 1.64%
4,701 $799,000
Q3 2023

Oct 10, 2023

SELL
$143.21 - $158.0 $10,740 - $11,850
-75 Reduced 1.6%
4,625 $670,000
Q2 2023

Aug 07, 2023

BUY
$127.47 - $145.44 $8,667 - $9,889
68 Added 1.47%
4,700 $683,000
Q1 2023

May 08, 2023

BUY
$124.91 - $143.8 $19,735 - $22,720
158 Added 3.53%
4,632 $603,000
Q4 2022

May 08, 2023

BUY
$101.96 - $137.84 $456,169 - $616,696
4,474 New
4,474 $600,000
Q3 2022

Oct 18, 2022

BUY
$20.73 - $120.58 $4,166 - $24,236
201 Added 4.97%
4,244 $444,000
Q2 2022

Jul 26, 2022

SELL
$112.61 - $135.91 $225 - $271
-2 Reduced 0.05%
4,043 $455,000
Q1 2022

Apr 29, 2022

BUY
$128.3 - $168.44 $513 - $673
4 Added 0.1%
4,045 $551,000
Q3 2021

Nov 02, 2021

BUY
$146.97 - $166.98 $20,722 - $23,544
141 Added 3.62%
4,041 $661,000
Q2 2021

Aug 02, 2021

BUY
$147.37 - $166.44 $95,790 - $108,186
650 Added 20.0%
3,900 $607,000
Q2 2020

Jul 14, 2020

BUY
$84.03 - $113.45 $273,097 - $368,712
3,250 New
3,250 $306,000
Q1 2020

May 04, 2020

SELL
$79.03 - $141.09 $142,728 - $254,808
-1,806 Closed
0 $0
Q4 2019

Feb 14, 2020

BUY
$111.82 - $139.4 $201,946 - $251,756
1,806 New
1,806 $252,000

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 $713B
  • 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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