A detailed history of Brown Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Brown Wealth Management, LLC holds 2,528 shares of JPM stock, worth $602,649. This represents 0.19% of its overall portfolio holdings.

Number of Shares
2,528
Previous 2,642 4.31%
Holding current value
$602,649
Previous $534 Million 0.25%
% of portfolio
0.19%
Previous 0.22%

Shares

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

Nov 14, 2024

SELL
$194.9 - $224.8 $22,218 - $25,627
-114 Reduced 4.31%
2,528 $533 Million
Q2 2024

Aug 13, 2024

BUY
$180.08 - $204.79 $2,341 - $2,662
13 Added 0.49%
2,642 $534 Million
Q4 2023

Feb 14, 2024

SELL
$135.69 - $170.3 $4,342 - $5,449
-32 Reduced 1.2%
2,629 $447 Million
Q3 2023

Nov 14, 2023

SELL
$143.21 - $158.0 $119,580 - $131,930
-835 Reduced 23.88%
2,661 $386 Million
Q2 2023

Aug 08, 2023

BUY
$127.47 - $145.44 $445,635 - $508,458
3,496 New
3,496 $508 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 $699B
  • 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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