West Family Investments, Inc. Jpmorgan Chase & CO Transaction History

West Family Investments, Inc.

$282 Million
Q4 2024

A detailed history of West Family Investments, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, West Family Investments, Inc. holds 9,956 shares of JPM stock, worth $2.63 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

9,956

Previous 10,094 1.37%

Holding current value

$2.63 Million

Previous $2.13 Million 12.18%

% of portfolio

0.84%

Previous 0.74%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	SELL	$205.18 - $250.29 $28,314 - $34,540	-138 Reduced 1.37%	9,956 $2.39 Million
Q3 2024 Nov 08, 2024	BUY	$194.9 - $224.8 $149,683 - $172,646	768 Added 8.24%	10,094 $2.13 Million
Q1 2024 May 13, 2024	BUY	$167.09 - $200.3 $27,569 - $33,049	165 Added 1.8%	9,326 $1.87 Million
Q4 2023 Feb 06, 2024	BUY	$135.69 - $170.3 $22,524 - $28,269	166 Added 1.85%	9,161 $1.56 Million
Q4 2022 Feb 08, 2023	BUY	$101.96 - $137.84 $6,525 - $8,821	64 Added 0.72%	8,995 $1.21 Million
Q3 2022 Nov 04, 2022	SELL	$20.73 - $120.58 $19,009 - $110,571	-917 Reduced 9.31%	8,931 $933,000
Q2 2022 Aug 12, 2022	BUY	$112.61 - $135.91 $830,949 - $1 Million	7,379 Added 298.87%	9,848 $1.11 Million
Q1 2022 May 13, 2022	SELL	$128.3 - $168.44 $785,580 - $1.03 Million	-6,123 Reduced 71.26%	2,469 $336,000
Q4 2021 Feb 07, 2022	SELL	$153.94 - $171.78 $128,385 - $143,264	-834 Reduced 8.85%	8,592 $1.36 Million
Q3 2021 Oct 25, 2021	BUY	$146.97 - $166.98 $77,600 - $88,165	528 Added 5.93%	9,426 $1.54 Million
Q2 2021 Aug 12, 2021	BUY	$147.37 - $166.44 $1.31 Million - $1.48 Million	8,898 New	8,898 $1.38 Million
Q3 2019 Nov 13, 2019	SELL	$104.8 - $120.23 $492,560 - $565,081	-4,700 Closed	0 $0
Q2 2019 Aug 08, 2019	SELL	$104.64 - $116.12 $1,046 - $1,161	-10 Reduced 0.21%	4,700 $525,000
Q3 2018 Nov 13, 2018	SELL	$103.61 - $118.63 $259,025 - $296,575	-2,500 Reduced 34.67%	4,710 $531,000
Q1 2018 May 10, 2018	BUY	$107.01 - $118.77 $771,542 - $856,331	7,210 New	7,210 $793,000

Others Institutions Holding JPM

# of Institutions

5,044

Shares Held

2.01B

Call Options Held

28.9M

Put Options Held

31.4M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $775B
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 ...

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West Family Investments, Inc. Jpmorgan Chase & CO Transaction History