A detailed history of Rialto Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Rialto Wealth Management, LLC holds 1,143 shares of JPM stock, worth $343,322. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,143
Previous 962 18.81%
Holding current value
$343,322
Previous $303,000 13.2%
% of portfolio
0.09%
Previous 0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 09, 2026

BUY
$294.11 - $320.41 $53,233 - $57,994
181 Added 18.81%
1,143 $343,000
Q3 2025

Nov 07, 2025

BUY
$282.78 - $316.06 $9,331 - $10,429
33 Added 3.55%
962 $303,000
Q2 2025

Aug 06, 2025

BUY
$210.28 - $289.91 $7,359 - $10,146
35 Added 3.91%
929 $269,000
Q1 2025

Apr 10, 2025

SELL
$225.19 - $279.95 $219,785 - $273,231
-976 Reduced 52.19%
894 $219,000
Q4 2024

Feb 07, 2025

BUY
$205.18 - $250.29 $383,686 - $468,042
1,870 New
1,870 $448 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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