A detailed history of Strategic Family Wealth Counselors, L.L.C. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Strategic Family Wealth Counselors, L.L.C. holds 4,844 shares of JPM stock, worth $1.17 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
4,844
Previous 3,603 34.44%
Holding current value
$1.17 Million
Previous $728,000 40.25%
% of portfolio
0.36%
Previous 0.28%

Shares

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

Oct 31, 2024

BUY
$194.9 - $224.8 $241,870 - $278,976
1,241 Added 34.44%
4,844 $1.02 Million
Q2 2024

Aug 14, 2024

BUY
$180.08 - $204.79 $8,463 - $9,625
47 Added 1.32%
3,603 $728,000
Q1 2024

May 14, 2024

BUY
$167.09 - $200.3 $1,670 - $2,003
10 Added 0.28%
3,556 $712,000
Q4 2023

Jan 29, 2024

BUY
$135.69 - $170.3 $1,492 - $1,873
11 Added 0.31%
3,546 $603,000
Q3 2023

Nov 13, 2023

SELL
$143.21 - $158.0 $2,148 - $2,370
-15 Reduced 0.42%
3,535 $512,000
Q2 2023

Aug 10, 2023

BUY
$127.47 - $145.44 $79,541 - $90,754
624 Added 21.33%
3,550 $516,000
Q1 2023

May 15, 2023

BUY
$124.91 - $143.8 $1,374 - $1,581
11 Added 0.38%
2,926 $381,000
Q4 2022

Jan 25, 2023

BUY
$101.96 - $137.84 $11,215 - $15,162
110 Added 3.92%
2,915 $0
Q3 2022

Nov 10, 2022

BUY
$20.73 - $120.58 $2,487 - $14,469
120 Added 4.47%
2,805 $293,000
Q2 2022

Aug 11, 2022

BUY
$112.61 - $135.91 $9,571 - $11,552
85 Added 3.27%
2,685 $302,000
Q3 2021

Nov 09, 2021

BUY
$146.97 - $166.98 $146,970 - $166,980
1,000 Added 62.5%
2,600 $426,000
Q1 2021

May 10, 2021

BUY
$125.65 - $157.65 $201,040 - $252,240
1,600 New
1,600 $244,000
Q3 2020

Oct 26, 2020

SELL
$91.28 - $103.82 $194,061 - $220,721
-2,126 Closed
0 $0
Q2 2020

Jul 13, 2020

BUY
$84.03 - $113.45 $178,647 - $241,194
2,126 New
2,126 $200,000
Q1 2020

Apr 16, 2020

SELL
$79.03 - $141.09 $178,607 - $318,863
-2,260 Closed
0 $0
Q4 2019

Jan 17, 2020

BUY
$111.82 - $139.4 $559 - $697
5 Added 0.22%
2,260 $315,000
Q3 2019

Oct 17, 2019

BUY
$104.8 - $120.23 $524 - $601
5 Added 0.22%
2,255 $265,000
Q2 2019

Jul 17, 2019

BUY
$104.64 - $116.12 $627 - $696
6 Added 0.27%
2,250 $251,000
Q1 2019

Apr 26, 2019

BUY
$97.11 - $107.19 $582 - $643
6 Added 0.27%
2,244 $227,000
Q4 2018

Jan 18, 2019

BUY
$92.14 - $115.32 $206,209 - $258,086
2,238 New
2,238 $219,000

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 $711B
  • 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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