A detailed history of 4 Wealth Advisors, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, 4 Wealth Advisors, Inc. holds 2,295 shares of JPM stock, worth $579,625. This represents 0.61% of its overall portfolio holdings.

Number of Shares
2,295
Previous 2,514 8.71%
Holding current value
$579,625
Previous $603 Million 6.55%
% of portfolio
0.61%
Previous 0.6%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025

SELL
$225.19 - $279.95 $49,316 - $61,309
-219 Reduced 8.71%
2,295 $563 Million
Q4 2024

Feb 14, 2025

BUY
$205.18 - $250.29 $515,822 - $629,229
2,514 New
2,514 $603 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 $741B
  • 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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