A detailed history of Aviso Wealth Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Aviso Wealth Management holds 6,214 shares of JPM stock, worth $1.56 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
6,214
Previous 5,090 22.08%
Holding current value
$1.56 Million
Previous $1.03 Billion 27.29%
% of portfolio
0.71%
Previous 0.61%

Shares

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

Nov 07, 2024

BUY
$194.9 - $224.8 $219,067 - $252,675
1,124 Added 22.08%
6,214 $1.31 Billion
Q2 2024

Aug 14, 2024

SELL
$180.08 - $204.79 $32,234 - $36,657
-179 Reduced 3.4%
5,090 $1.03 Billion
Q1 2024

May 14, 2024

SELL
$167.09 - $200.3 $12,531 - $15,022
-75 Reduced 1.4%
5,269 $1.06 Billion
Q4 2023

Feb 13, 2024

BUY
$135.69 - $170.3 $725,127 - $910,083
5,344 New
5,344 $909 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
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