A detailed history of Signature Wealth Management Partners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Signature Wealth Management Partners, LLC holds 12,770 shares of JPM stock, worth $2.81 Million. This represents 1.96% of its overall portfolio holdings.

Number of Shares
12,770
Previous 13,753 7.15%
Holding current value
$2.81 Million
Previous $2.78 Million 3.24%
% of portfolio
1.96%
Previous 2.12%

Shares

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

Oct 24, 2024

SELL
$194.9 - $224.8 $191,586 - $220,978
-983 Reduced 7.15%
12,770 $2.69 Million
Q2 2024

Jul 15, 2024

SELL
$180.08 - $204.79 $10,984 - $12,492
-61 Reduced 0.44%
13,753 $2.78 Million
Q1 2024

Apr 26, 2024

SELL
$167.09 - $200.3 $1.08 Million - $1.29 Million
-6,442 Reduced 31.8%
13,814 $2.77 Million
Q4 2023

Jan 19, 2024

SELL
$135.69 - $170.3 $407 - $510
-3 Reduced 0.01%
20,256 $3.45 Million
Q3 2023

Oct 23, 2023

BUY
$143.21 - $158.0 $76,760 - $84,688
536 Added 2.72%
20,259 $2.94 Million
Q2 2023

Jul 24, 2023

BUY
$127.47 - $145.44 $59,146 - $67,484
464 Added 2.41%
19,723 $2.87 Million
Q1 2023

May 02, 2023

SELL
$124.91 - $143.8 $266,807 - $307,156
-2,136 Reduced 9.98%
19,259 $2.51 Million
Q4 2022

Feb 03, 2023

BUY
$101.96 - $137.84 $3,058 - $4,135
30 Added 0.14%
21,395 $2.87 Million
Q3 2022

Nov 01, 2022

BUY
$20.73 - $120.58 $248 - $1,446
12 Added 0.06%
21,365 $2.23 Million
Q2 2022

Jul 22, 2022

BUY
$112.61 - $135.91 $79,615 - $96,088
707 Added 3.42%
21,353 $2.41 Million
Q1 2022

May 10, 2022

BUY
$128.3 - $168.44 $146,005 - $191,684
1,138 Added 5.83%
20,646 $2.81 Million
Q4 2021

Jan 19, 2022

BUY
$153.94 - $171.78 $307 - $343
2 Added 0.01%
19,508 $3.09 Million
Q3 2021

Oct 20, 2021

BUY
$146.97 - $166.98 $29,834 - $33,896
203 Added 1.05%
19,506 $3.19 Million
Q2 2021

Jul 29, 2021

SELL
$147.37 - $166.44 $362,382 - $409,275
-2,459 Reduced 11.3%
19,303 $3 Million
Q1 2021

May 14, 2021

BUY
$125.65 - $157.65 $774,632 - $971,912
6,165 Added 39.53%
21,762 $3.31 Million
Q4 2020

Feb 16, 2021

BUY
$96.54 - $127.07 $1.51 Million - $1.98 Million
15,597 New
15,597 $1.98 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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