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 $291,648. This represents 0.21% of its overall portfolio holdings.

Number of Shares
1,327
Previous 1,026 29.34%
Holding current value
$291,648
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 $645B
  • 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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