A detailed history of Fullcircle Wealth LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Fullcircle Wealth LLC holds 8,766 shares of JPM stock, worth $2.07 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares
8,766
Previous 8,252 6.23%
Holding current value
$2.07 Million
Previous $1.72 Billion 14.83%
% of portfolio
0.89%
Previous 0.84%

Shares

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

Oct 29, 2024

BUY
$194.9 - $224.8 $100,178 - $115,547
514 Added 6.23%
8,766 $1.98 Billion
Q2 2024

Jul 25, 2024

BUY
$180.08 - $204.79 $1.49 Million - $1.69 Million
8,252 New
8,252 $1.72 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 $693B
  • 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
Track This Portfolio

Track Fullcircle Wealth LLC Portfolio

Follow Fullcircle Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fullcircle Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fullcircle Wealth LLC with notifications on news.