A detailed history of Allen Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Allen Wealth Management, LLC holds 3,131 shares of JPM stock, worth $766,343. This represents 0.46% of its overall portfolio holdings.

Number of Shares
3,131
Previous 3,136 0.16%
Holding current value
$766,343
Previous $634 Million 4.09%
% of portfolio
0.46%
Previous 0.56%

Shares

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

Oct 29, 2024

SELL
$194.9 - $224.8 $974 - $1,124
-5 Reduced 0.16%
3,131 $660 Million
Q2 2024

Jul 19, 2024

BUY
$180.08 - $204.79 $36,916 - $41,981
205 Added 6.99%
3,136 $634 Million
Q1 2024

May 01, 2024

BUY
$167.09 - $200.3 $6,516 - $7,811
39 Added 1.35%
2,931 $587 Million
Q4 2023

Feb 14, 2024

BUY
$135.69 - $170.3 $392,415 - $492,507
2,892 New
2,892 $492 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 $718B
  • 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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