A detailed history of Unique Wealth Strategies, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Unique Wealth Strategies, LLC holds 7,185 shares of JPM stock, worth $1.75 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares
7,185
Previous 7,185 -0.0%
Holding current value
$1.75 Million
Previous $1.44 Billion -0.0%
% of portfolio
0.67%
Previous 0.7%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024

BUY
$167.09 - $200.3 $149,712 - $179,468
896 Added 14.25%
7,185 $1.44 Billion
Q4 2023

Feb 05, 2024

BUY
$135.69 - $170.3 $853,354 - $1.07 Million
6,289 New
6,289 $1.07 Billion

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 $713B
  • 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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