A detailed history of Mosley Wealth Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Mosley Wealth Management holds 6,880 shares of JPM stock, worth $1.72 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares
6,880
Previous 3,628 89.64%
Holding current value
$1.72 Million
Previous $734 Million 109.09%
% of portfolio
1.05%
Previous 0.62%

Shares

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

Nov 12, 2024

BUY
$194.9 - $224.8 $633,814 - $731,049
3,252 Added 89.64%
6,880 $1.53 Billion
Q2 2024

Aug 06, 2024

SELL
$180.08 - $204.79 $80,135 - $91,131
-445 Reduced 10.93%
3,628 $734 Million
Q1 2024

Apr 15, 2024

SELL
$167.09 - $200.3 $29,240 - $35,052
-175 Reduced 4.12%
4,073 $816 Million
Q4 2023

Feb 14, 2024

BUY
$135.69 - $170.3 $576,411 - $723,434
4,248 New
4,248 $723 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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