A detailed history of Steward Partners Investment Solutions, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Steward Partners Investment Solutions, LLC holds 51,081 shares of JPM stock, worth $12.8 Million. This represents 1.72% of its overall portfolio holdings.

Number of Shares
51,081
Previous 23,836 114.3%
Holding current value
$12.8 Million
Previous $4.05 Billion 152.35%
% of portfolio
1.72%
Previous 1.69%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

BUY
$167.09 - $200.3 $4.55 Million - $5.46 Million
27,245 Added 114.3%
51,081 $10.2 Billion
Q4 2023

Feb 13, 2024

BUY
$135.69 - $170.3 $3.23 Million - $4.06 Million
23,836 New
23,836 $4.05 Billion

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 $733B
  • 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
Track This Portfolio

Track Steward Partners Investment Solutions, LLC Portfolio

Follow Steward Partners Investment Solutions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Solutions, LLC with notifications on news.