A detailed history of Maia Wealth LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Maia Wealth LLC holds 4,196 shares of JPM stock, worth $1.05 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
4,196
Previous 4,088 2.64%
Holding current value
$1.05 Million
Previous $859 Million 9.93%
% of portfolio
0.23%
Previous 0.26%

Shares

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

Oct 30, 2024

BUY
$194.9 - $224.8 $21,049 - $24,278
108 Added 2.64%
4,196 $944 Million
Q2 2024

Jul 16, 2024

BUY
$180.08 - $204.79 $26,471 - $30,104
147 Added 3.73%
4,088 $859 Million
Q4 2023

Feb 13, 2024

BUY
$135.69 - $170.3 $534,754 - $671,152
3,941 New
3,941 $670 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 $732B
  • 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 Maia Wealth LLC Portfolio

Follow Maia Wealth LLC 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 Maia Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Maia Wealth LLC with notifications on news.