A detailed history of A4 Wealth Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, A4 Wealth Advisors LLC holds 5,228 shares of JPM stock, worth $1.62 Million. This represents 1.39% of its overall portfolio holdings.

Number of Shares
5,228
Holding current value
$1.62 Million
% of portfolio
1.39%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025

BUY
$282.78 - $316.06 $1.48 Million - $1.65 Million
5,228 New
5,228 $1.65 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 $907B
  • 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 A4 Wealth Advisors LLC Portfolio

Follow A4 Wealth Advisors 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 A4 Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on A4 Wealth Advisors LLC with notifications on news.