A detailed history of Worth Pointe, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Worth Pointe, LLC holds 1,216 shares of JPM stock, worth $269,854. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,216
Previous 1,171 3.84%
Holding current value
$269,854
Previous $234,000 4.7%
% of portfolio
0.11%
Previous 0.12%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$180.08 - $204.79 $8,103 - $9,215
45 Added 3.84%
1,216 $245,000
Q1 2024

May 14, 2024

SELL
$167.09 - $200.3 $145,034 - $173,860
-868 Reduced 42.57%
1,171 $234,000
Q4 2023

Feb 12, 2024

SELL
$135.69 - $170.3 $87,927 - $110,354
-648 Reduced 24.12%
2,039 $346,000
Q3 2023

Nov 14, 2023

BUY
$143.21 - $158.0 $95,521 - $105,386
667 Added 33.02%
2,687 $389,000
Q2 2023

Aug 11, 2023

BUY
$127.47 - $145.44 $54,302 - $61,957
426 Added 26.73%
2,020 $293,000
Q1 2023

May 11, 2023

BUY
$124.91 - $143.8 $199,106 - $229,217
1,594 New
1,594 $207,000
Q1 2022

May 04, 2022

SELL
$128.3 - $168.44 $167,816 - $220,319
-1,308 Closed
0 $0
Q4 2021

Apr 06, 2022

BUY
$153.94 - $171.78 $201,353 - $224,688
1,308 New
1,308 $203,000

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 $651B
  • 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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