A detailed history of Hassell Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Hassell Wealth Management, LLC holds 4,085 shares of JPM stock, worth $989,836. This represents 0.38% of its overall portfolio holdings.

Number of Shares
4,085
Previous 4,012 1.82%
Holding current value
$989,836
Previous $863 Million 5.0%
% of portfolio
0.38%
Previous 0.39%

Shares

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

Nov 05, 2024

BUY
$194.9 - $224.8 $14,227 - $16,410
73 Added 1.82%
4,085 $906 Million
Q1 2024

May 01, 2024

BUY
$167.09 - $200.3 $41,438 - $49,674
248 Added 6.59%
4,012 $771 Million
Q4 2022

Feb 15, 2023

BUY
$101.96 - $137.84 $383,777 - $518,829
3,764 New
3,764 $530 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 $711B
  • 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 Hassell Wealth Management, LLC Portfolio

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

News

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