A detailed history of Agh Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Agh Wealth Advisors, LLC holds 6,708 shares of JPM stock, worth $1.8 Million. This represents 1.59% of its overall portfolio holdings.

Number of Shares
6,708
Previous 6,926 3.15%
Holding current value
$1.8 Million
Previous $1.66 Billion 0.89%
% of portfolio
1.59%
Previous 1.54%

Shares

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

Apr 11, 2025

SELL
$225.19 - $279.95 $49,091 - $61,029
-218 Reduced 3.15%
6,708 $1.65 Billion
Q4 2024

Apr 04, 2025

BUY
$205.18 - $250.29 $1.42 Million - $1.73 Million
6,926 New
6,926 $1.66 Billion

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 $788B
  • 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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