A detailed history of Orba Wealth Advisors, L.L.C. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Orba Wealth Advisors, L.L.C. holds 7,566 shares of JPM stock, worth $1.89 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares
7,566
Previous 7,639 0.96%
Holding current value
$1.89 Million
Previous $1.55 Billion 3.26%
% of portfolio
0.81%
Previous 0.8%

Shares

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

Oct 09, 2024

SELL
$194.9 - $224.8 $14,227 - $16,410
-73 Reduced 0.96%
7,566 $1.6 Billion
Q2 2024

Jul 16, 2024

BUY
$180.08 - $204.79 $44,479 - $50,583
247 Added 3.34%
7,639 $1.55 Billion
Q1 2024

Apr 30, 2024

SELL
$167.09 - $200.3 $233,926 - $280,420
-1,400 Reduced 15.92%
7,392 $1.48 Billion
Q4 2023

Feb 12, 2024

BUY
$135.69 - $170.3 $1.19 Million - $1.5 Million
8,792 New
8,792 $1.5 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 $733B
  • 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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