A detailed history of Omni 360 Wealth, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Omni 360 Wealth, Inc. holds 2,444 shares of JPM stock, worth $611,708. This represents 0.34% of its overall portfolio holdings.

Number of Shares
2,444
Previous 2,025 20.69%
Holding current value
$611,708
Previous $410 Million 25.81%
% of portfolio
0.34%
Previous 0.3%

Shares

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

Oct 24, 2024

BUY
$194.9 - $224.8 $81,663 - $94,191
419 Added 20.69%
2,444 $515 Million
Q2 2024

Jul 19, 2024

BUY
$180.08 - $204.79 $25,391 - $28,875
141 Added 7.48%
2,025 $410 Million
Q1 2024

Apr 19, 2024

BUY
$167.09 - $200.3 $54,972 - $65,898
329 Added 21.16%
1,884 $377 Million
Q4 2023

Feb 08, 2024

BUY
$135.69 - $170.3 $210,997 - $264,816
1,555 New
1,555 $265 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 $734B
  • 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
Track This Portfolio

Track Omni 360 Wealth, Inc. Portfolio

Follow Omni 360 Wealth, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Omni 360 Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Omni 360 Wealth, Inc. with notifications on news.