A detailed history of Mittelman Wealth Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Mittelman Wealth Management holds 8,737 shares of JPM stock, worth $2.16 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares
8,737
Previous 8,877 1.58%
Holding current value
$2.16 Million
Previous $1.78 Billion 0.61%
% of portfolio
1.15%
Previous 1.2%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$180.08 - $204.79 $25,211 - $28,670
-140 Reduced 1.58%
8,737 $1.77 Billion
Q1 2024

May 06, 2024

BUY
$167.09 - $200.3 $1.48 Million - $1.78 Million
8,877 New
8,877 $1.78 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 $725B
  • 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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