A detailed history of 1858 Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, 1858 Wealth Management, LLC holds 4,144 shares of JPM stock, worth $1.01 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
4,144
Previous 3,645 13.69%
Holding current value
$1.01 Million
Previous $737 Million 18.52%
% of portfolio
0.72%
Previous 0.61%

Shares

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

Oct 21, 2024

BUY
$194.9 - $224.8 $97,255 - $112,175
499 Added 13.69%
4,144 $874 Million
Q2 2024

Jul 18, 2024

BUY
$180.08 - $204.79 $172,156 - $195,779
956 Added 35.55%
3,645 $737 Million
Q4 2023

Feb 13, 2024

BUY
$135.69 - $170.3 $364,870 - $457,936
2,689 New
2,689 $457 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 $713B
  • 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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