A detailed history of West Financial Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, West Financial Advisors, LLC holds 603 shares of JPM stock, worth $159,698. This represents 0.03% of its overall portfolio holdings.

Number of Shares
603
Previous 175 244.57%
Holding current value
$159,698
Previous $36,000 300.0%
% of portfolio
0.03%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025

BUY
$205.18 - $250.29 $87,817 - $107,124
428 Added 244.57%
603 $144,000
Q3 2024

Oct 08, 2024

BUY
$194.9 - $224.8 $34,107 - $39,340
175 New
175 $36,000
Q3 2023

Oct 10, 2023

BUY
$143.21 - $158.0 $10,024 - $11,060
70 New
70 $10,000
Q2 2022

Jul 14, 2022

SELL
$112.61 - $135.91 $4,617 - $5,572
-41 Reduced 5.18%
750 $84,000
Q1 2022

Apr 18, 2022

BUY
$128.3 - $168.44 $5,260 - $6,906
41 Added 5.47%
791 $108,000
Q4 2020

Feb 22, 2021

SELL
$96.54 - $127.07 $9,847 - $12,961
-102 Reduced 11.97%
750 $95,000
Q4 2020

Feb 02, 2021

BUY
$96.54 - $127.07 $82,252 - $108,263
852 New
852 $80 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 $777B
  • 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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