A detailed history of Keyes, Stange & Wooten Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Keyes, Stange & Wooten Wealth Management, LLC holds 7,663 shares of JPM stock, worth $1.85 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares
7,663
Previous 7,731 0.88%
Holding current value
$1.85 Million
Previous $1.56 Billion 3.33%
% of portfolio
0.96%
Previous 1.09%

Shares

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

Nov 12, 2024

SELL
$194.9 - $224.8 $13,253 - $15,286
-68 Reduced 0.88%
7,663 $1.62 Billion
Q2 2024

Jul 23, 2024

SELL
$180.08 - $204.79 $47,541 - $54,064
-264 Reduced 3.3%
7,731 $1.56 Billion
Q1 2024

May 08, 2024

SELL
$167.09 - $200.3 $33,418 - $40,060
-200 Reduced 2.44%
7,995 $1.6 Billion
Q4 2023

Feb 14, 2024

BUY
$135.69 - $170.3 $1.11 Million - $1.4 Million
8,195 New
8,195 $1.39 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 $707B
  • 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 Keyes, Stange & Wooten Wealth Management, LLC Portfolio

Follow Keyes, Stange & Wooten Wealth Management, 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 Keyes, Stange & Wooten Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Keyes, Stange & Wooten Wealth Management, LLC with notifications on news.