A detailed history of Values Added Financial LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Values Added Financial LLC holds 1,912 shares of JPM stock, worth $475,227. This represents 0.25% of its overall portfolio holdings.

Number of Shares
1,912
Previous 1,912 -0.0%
Holding current value
$475,227
Previous $387 Million 4.25%
% of portfolio
0.25%
Previous 0.28%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

BUY
$180.08 - $204.79 $97,063 - $110,381
539 Added 39.26%
1,912 $387 Million
Q4 2023

Jan 18, 2024

BUY
$135.69 - $170.3 $186,302 - $233,821
1,373 New
1,373 $234 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 $729B
  • 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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