A detailed history of Wetzel Investment Advisors, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wetzel Investment Advisors, Inc. holds 45,011 shares of JPM stock, worth $9.89 Million. This represents 4.89% of its overall portfolio holdings.

Number of Shares
45,011
Previous 46,064 2.29%
Holding current value
$9.89 Million
Previous $9.32 Million 1.84%
% of portfolio
4.89%
Previous 5.36%

Shares

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

Oct 29, 2024

SELL
$194.9 - $224.8 $205,229 - $236,714
-1,053 Reduced 2.29%
45,011 $9.49 Million
Q2 2024

Aug 07, 2024

SELL
$180.08 - $204.79 $29,353 - $33,380
-163 Reduced 0.35%
46,064 $9.32 Million
Q1 2024

Apr 23, 2024

SELL
$167.09 - $200.3 $131,666 - $157,836
-788 Reduced 1.68%
46,227 $9.26 Million
Q4 2023

Jan 31, 2024

BUY
$135.69 - $170.3 $6.38 Million - $8.01 Million
47,015 New
47,015 $8 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 $645B
  • 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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