A detailed history of Advice One Advisory Services, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Advice One Advisory Services, LLC holds 924 shares of JPM stock, worth $265,289. This represents 0.19% of its overall portfolio holdings.

Number of Shares
924
Previous 955 3.25%
Holding current value
$265,289
Previous $229 Million 0.99%
% of portfolio
0.19%
Previous 0.2%

Shares

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

Jun 27, 2025

SELL
$225.19 - $279.95 $6,980 - $8,678
-31 Reduced 3.25%
924 $227 Million
Q4 2024

Jun 27, 2025

BUY
$205.18 - $250.29 $195,946 - $239,026
955 New
955 $229 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 $842B
  • 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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