A detailed history of Abound Wealth Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Abound Wealth Management holds 3,276 shares of JPM stock, worth $809,368. This represents 0.23% of its overall portfolio holdings.

Number of Shares
3,276
Previous 3,236 1.24%
Holding current value
$809,368
Previous $654 Million 5.54%
% of portfolio
0.23%
Previous 0.24%

Shares

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

Nov 04, 2024

BUY
$194.9 - $224.8 $7,796 - $8,992
40 Added 1.24%
3,276 $691 Million
Q2 2024

Aug 09, 2024

BUY
$180.08 - $204.79 $321,983 - $366,164
1,788 Added 123.48%
3,236 $654 Million
Q1 2024

Aug 08, 2024

BUY
$167.09 - $200.3 $30,744 - $36,855
184 Added 14.56%
1,448 $290 Million
Q4 2023

Aug 08, 2024

BUY
$135.69 - $170.3 $9,905 - $12,431
73 Added 6.13%
1,264 $215 Million
Q3 2023

Aug 08, 2024

SELL
$143.21 - $158.0 $1,718 - $1,896
-12 Reduced 1.0%
1,191 $173 Million
Q2 2023

Aug 08, 2024

BUY
$127.47 - $145.44 $17,080 - $19,488
134 Added 12.54%
1,203 $175 Million
Q1 2023

Aug 07, 2024

BUY
$124.91 - $143.8 $133,528 - $153,722
1,069 New
1,069 $139 Million
Q4 2022

Aug 07, 2024

BUY
$101.96 - $137.84 $2,956 - $3,997
29 Added 3.07%
975 $131 Million
Q3 2022

Aug 07, 2024

SELL
$20.73 - $120.58 $2,549 - $14,831
-123 Reduced 11.51%
946 $98.9 Million
Q2 2022

Aug 12, 2024

SELL
$112.61 - $135.91 $270,939 - $326,999
-2,406 Reduced 74.35%
830 $93.5 Million
Q1 2022

Aug 12, 2024

SELL
$128.3 - $168.44 $12,316 - $16,170
-96 Reduced 10.23%
842 $115 Million
Q4 2021

Aug 12, 2024

SELL
$153.94 - $171.78 $353,754 - $394,750
-2,298 Reduced 71.01%
938 $148 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 $725B
  • 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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