A detailed history of Wp Wealth LLP transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wp Wealth LLP holds 1,196 shares of JPM stock, worth $350,248. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,196
Previous 1,994 40.02%
Holding current value
$350,248
Previous $478 Million 27.49%
% of portfolio
0.06%
Previous 0.1%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025

SELL
$210.28 - $289.91 $167,803 - $231,348
-798 Reduced 40.02%
1,196 $347 Million
Q1 2025

Aug 11, 2025

BUY
$225.19 - $279.95 $12,835 - $15,957
57 Added 4.77%
1,253 $307 Million
Q4 2024

Feb 13, 2025

BUY
$205.18 - $250.29 $188,560 - $230,016
919 Added 85.49%
1,994 $478 Million
Q3 2024

Nov 13, 2024

SELL
$194.9 - $224.8 $20,659 - $23,828
-106 Reduced 8.98%
1,075 $227 Million
Q2 2024

Aug 08, 2024

SELL
$180.08 - $204.79 $12,605 - $14,335
-70 Reduced 5.6%
1,181 $239 Million
Q1 2024

May 16, 2024

BUY
$167.09 - $200.3 $209,029 - $250,575
1,251 New
1,251 $251 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 $859B
  • 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 Wp Wealth LLP Portfolio

Follow Wp Wealth LLP 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 Wp Wealth LLP, based on Form 13F filings with the SEC.

News

Stay updated on Wp Wealth LLP with notifications on news.