A detailed history of Brass Tax Wealth Management, Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 5,256 shares of JPM stock, worth $1.25 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
5,256
Previous 1,749 200.51%
Holding current value
$1.25 Million
Previous $350 Million 99.7%
% of portfolio
0.38%
Previous 0.18%

Shares

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

Aug 09, 2024

BUY
$180.08 - $204.79 $631,540 - $718,198
3,507 Added 200.51%
5,256 $1.06 Million
Q1 2024

Jul 31, 2024

BUY
$167.09 - $200.3 $292,240 - $350,324
1,749 New
1,749 $350 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 $695B
  • 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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