A detailed history of Able Wealth Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Able Wealth Management LLC holds 1,327 shares of JPM stock, worth $329,825. This represents 0.21% of its overall portfolio holdings.

Number of Shares
1,327
Previous 1,026 29.34%
Holding current value
$329,825
Previous $208 Million 34.74%
% of portfolio
0.21%
Previous 0.17%

Shares

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

Nov 01, 2024

BUY
$194.9 - $224.8 $58,664 - $67,664
301 Added 29.34%
1,327 $280 Million
Q2 2024

Nov 01, 2024

SELL
$180.08 - $204.79 $98,503 - $112,020
-547 Reduced 34.77%
1,026 $208 Million
Q4 2023

Feb 20, 2024

BUY
$135.69 - $170.3 $213,440 - $267,881
1,573 New
1,573 $268 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 $729B
  • 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 Able Wealth Management LLC Portfolio

Follow Able Wealth Management 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 Able Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Able Wealth Management LLC with notifications on news.