A detailed history of New England Capital Financial Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, New England Capital Financial Advisors LLC holds 181 shares of JPM stock, worth $50,062. This represents 0.02% of its overall portfolio holdings.

Number of Shares
181
Previous 180 0.56%
Holding current value
$50,062
Previous $38 Million 13.82%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025

BUY
$205.18 - $250.29 $205 - $250
1 Added 0.56%
181 $43.3 Million
Q3 2024

Oct 29, 2024

BUY
$194.9 - $224.8 $9,745 - $11,240
50 Added 38.46%
180 $38 Million
Q4 2023

Feb 01, 2024

BUY
$135.69 - $170.3 $135 - $170
1 Added 0.78%
130 $22.1 Million
Q4 2022

Feb 03, 2023

BUY
$101.96 - $137.84 $13,152 - $17,781
129 New
129 $17.4 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 $811B
  • 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 New England Capital Financial Advisors LLC Portfolio

Follow New England Capital Financial Advisors 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 New England Capital Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on New England Capital Financial Advisors LLC with notifications on news.