A detailed history of Family Wealth Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Family Wealth Group, LLC holds 1,160 shares of JPM stock, worth $290,336. This represents 0.26% of its overall portfolio holdings.

Number of Shares
1,160
Previous 1,157 0.26%
Holding current value
$290,336
Previous $234,000 4.27%
% of portfolio
0.26%
Previous 0.25%

Shares

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

Nov 14, 2024

BUY
$194.9 - $224.8 $584 - $674
3 Added 0.26%
1,160 $244,000
Q2 2024

Aug 14, 2024

SELL
$180.08 - $204.79 $900 - $1,023
-5 Reduced 0.43%
1,157 $234,000
Q1 2024

Aug 14, 2024

SELL
$167.09 - $200.3 $7,184 - $8,612
-43 Reduced 3.57%
1,162 $232,000
Q4 2023

Feb 14, 2024

BUY
$135.69 - $170.3 $163,506 - $205,211
1,205 New
1,205 $204,000

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 $734B
  • 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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