A detailed history of White Lighthouse Investment Management Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, White Lighthouse Investment Management Inc. holds 1,795 shares of JPM stock, worth $400,177. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,795
Previous 1,787 0.45%
Holding current value
$400,177
Previous $361,000 4.71%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Oct 30, 2024

BUY
$194.9 - $224.8 $1,559 - $1,798
8 Added 0.45%
1,795 $378,000
Q2 2024

Jul 15, 2024

BUY
$180.08 - $204.79 $73,652 - $83,759
409 Added 29.68%
1,787 $361,000
Q4 2023

Jan 23, 2024

BUY
$135.69 - $170.3 $186,980 - $234,673
1,378 New
1,378 $234,000
Q4 2021

Jan 12, 2022

SELL
$153.94 - $171.78 $188,884 - $210,774
-1,227 Closed
0 $0
Q3 2021

Oct 20, 2021

SELL
$146.97 - $166.98 $14,697 - $16,698
-100 Reduced 7.54%
1,227 $201,000
Q2 2021

Jul 26, 2021

SELL
$147.37 - $166.44 $2,210 - $2,496
-15 Reduced 1.12%
1,327 $206,000
Q1 2021

May 07, 2021

BUY
$125.65 - $157.65 $168,622 - $211,566
1,342 New
1,342 $204,000
Q1 2020

Apr 07, 2020

SELL
$79.03 - $141.09 $135,062 - $241,122
-1,709 Closed
0 $0
Q4 2019

Jan 24, 2020

BUY
$111.82 - $139.4 $191,100 - $238,234
1,709 New
1,709 $238,000

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 $654B
  • 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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