A detailed history of Flagship Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Flagship Wealth Advisors, LLC holds 4,023 shares of JPM stock, worth $1.21 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
4,023
Previous 3,637 10.61%
Holding current value
$1.21 Million
Previous $1.05 Billion 20.35%
% of portfolio
0.42%
Previous 0.4%

Shares

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

Oct 30, 2025

BUY
$282.78 - $316.06 $109,153 - $121,999
386 Added 10.61%
4,023 $1.27 Billion
Q2 2025

Aug 07, 2025

BUY
$210.28 - $289.91 $5,257 - $7,247
25 Added 0.69%
3,637 $1.05 Billion
Q4 2024

Feb 10, 2025

BUY
$205.18 - $250.29 $741,110 - $904,047
3,612 New
3,612 $866 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 $881B
  • 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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