A detailed history of Proquility Private Wealth Partners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Proquility Private Wealth Partners, LLC holds 19,666 shares of JPM stock, worth $4.32 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares
19,666
Previous 20,626 4.65%
Holding current value
$4.32 Million
Previous $4.17 Million 0.62%
% of portfolio
1.33%
Previous 1.42%

Shares

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

Oct 15, 2024

SELL
$194.9 - $224.8 $187,104 - $215,808
-960 Reduced 4.65%
19,666 $4.15 Million
Q2 2024

Aug 09, 2024

SELL
$180.08 - $204.79 $127,316 - $144,786
-707 Reduced 3.31%
20,626 $4.17 Million
Q1 2024

May 02, 2024

SELL
$167.09 - $200.3 $424,074 - $508,361
-2,538 Reduced 10.63%
21,333 $4.27 Million
Q4 2023

Feb 12, 2024

SELL
$135.69 - $170.3 $154,686 - $194,142
-1,140 Reduced 4.56%
23,871 $4.06 Million
Q3 2023

Nov 14, 2023

SELL
$143.21 - $158.0 $24,488 - $27,018
-171 Reduced 0.68%
25,011 $3.63 Million
Q2 2023

Sep 14, 2023

SELL
$127.47 - $145.44 $20,650 - $23,561
-162 Reduced 0.64%
25,182 $3.66 Million
Q1 2023

May 10, 2023

BUY
$124.91 - $143.8 $383,723 - $441,753
3,072 Added 13.79%
25,344 $3.3 Million
Q4 2022

Feb 14, 2023

SELL
$101.96 - $137.84 $59,850 - $80,912
-587 Reduced 2.57%
22,272 $2.99 Million
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $26,181 - $152,292
1,263 Added 5.85%
22,859 $2.39 Million
Q2 2022

Aug 10, 2022

BUY
$112.61 - $135.91 $9,121 - $11,008
81 Added 0.38%
21,596 $2.43 Million
Q1 2022

May 16, 2022

BUY
$128.3 - $168.44 $38,746 - $50,868
302 Added 1.42%
21,515 $2.54 Million
Q4 2021

Feb 14, 2022

SELL
$153.94 - $171.78 $137,930 - $153,914
-896 Reduced 4.05%
21,213 $3.31 Million
Q3 2021

Nov 05, 2021

BUY
$146.97 - $166.98 $85,389 - $97,015
581 Added 2.7%
22,109 $3.62 Million
Q2 2021

Aug 13, 2021

BUY
$147.37 - $166.44 $64,695 - $73,067
439 Added 2.08%
21,528 $3.35 Million
Q1 2021

Jun 08, 2021

SELL
$125.65 - $157.65 $113,461 - $142,357
-903 Reduced 4.11%
21,089 $3.21 Million
Q4 2020

Feb 10, 2021

BUY
$96.54 - $127.07 $2.12 Million - $2.79 Million
21,992 New
21,992 $2.8 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 $645B
  • 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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