A detailed history of Perissos Private Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 1,295 shares of JPM stock, worth $314,801. This represents 0.22% of its overall portfolio holdings.

Number of Shares
1,295
Previous 1,525 15.08%
Holding current value
$314,801
Previous $308 Million 11.47%
% of portfolio
0.22%
Previous 0.28%

Shares

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

Nov 12, 2024

SELL
$194.9 - $224.8 $44,827 - $51,704
-230 Reduced 15.08%
1,295 $273 Million
Q1 2024

May 14, 2024

BUY
$167.09 - $200.3 $254,812 - $305,457
1,525 New
1,525 $305 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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