A detailed history of Kfg Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 2,802 shares of JPM stock, worth $685,817. This represents 0.17% of its overall portfolio holdings.

Number of Shares
2,802
Previous 1,594 75.78%
Holding current value
$685,817
Previous $322,000 83.23%
% of portfolio
0.17%
Previous 0.14%

Shares

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

Oct 15, 2024

BUY
$194.9 - $224.8 $235,439 - $271,558
1,208 Added 75.78%
2,802 $590,000
Q1 2024

Apr 19, 2024

BUY
$167.09 - $200.3 $9,357 - $11,216
56 Added 3.64%
1,594 $319,000
Q4 2023

Jan 31, 2024

SELL
$135.69 - $170.3 $12,619 - $15,837
-93 Reduced 5.7%
1,538 $261,000
Q3 2023

Oct 17, 2023

BUY
$143.21 - $158.0 $13,318 - $14,694
93 Added 6.05%
1,631 $236,000
Q2 2023

Jul 18, 2023

BUY
$127.47 - $145.44 $196,048 - $223,686
1,538 New
1,538 $224 Million
Q4 2022

Jan 18, 2023

BUY
$101.96 - $137.84 $156,814 - $211,997
1,538 New
1,538 $206 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 $718B
  • 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 Kfg Wealth Management, LLC Portfolio

Follow Kfg Wealth Management, 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 Kfg Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kfg Wealth Management, LLC with notifications on news.