A detailed history of Angeles Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Angeles Wealth Management, LLC holds 14,739 shares of JPM stock, worth $3.5 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
14,739
Previous 14,083 4.66%
Holding current value
$3.5 Million
Previous $2.85 Million 9.06%
% of portfolio
0.27%
Previous 0.27%

Shares

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

Oct 29, 2024

BUY
$194.9 - $224.8 $127,854 - $147,468
656 Added 4.66%
14,739 $3.11 Million
Q2 2024

Aug 07, 2024

BUY
$180.08 - $204.79 $401,218 - $456,272
2,228 Added 18.79%
14,083 $2.85 Million
Q1 2024

May 08, 2024

BUY
$167.09 - $200.3 $218,219 - $261,591
1,306 Added 12.38%
11,855 $2.37 Million
Q4 2023

Feb 13, 2024

BUY
$135.69 - $170.3 $38,943 - $48,876
287 Added 2.8%
10,549 $1.79 Million
Q3 2023

Oct 27, 2023

BUY
$143.21 - $158.0 $265,654 - $293,090
1,855 Added 22.06%
10,262 $1.49 Million
Q2 2023

Aug 10, 2023

BUY
$127.47 - $145.44 $32,759 - $37,378
257 Added 3.15%
8,407 $1.22 Million
Q1 2023

May 11, 2023

BUY
$124.91 - $143.8 $136,026 - $156,598
1,089 Added 15.42%
8,150 $1.06 Million
Q4 2022

Feb 14, 2023

BUY
$101.96 - $137.84 $107,873 - $145,834
1,058 Added 17.62%
7,061 $946,000
Q3 2022

Nov 03, 2022

BUY
$20.73 - $120.58 $30,804 - $179,181
1,486 Added 32.9%
6,003 $627,000
Q2 2022

Aug 04, 2022

SELL
$112.61 - $135.91 $13,738 - $16,581
-122 Reduced 2.63%
4,517 $509,000
Q1 2022

May 16, 2022

BUY
$128.3 - $168.44 $595,183 - $781,393
4,639 New
4,639 $632,000

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 $697B
  • 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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