A detailed history of Annis Gardner Whiting Capital Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Annis Gardner Whiting Capital Advisors, LLC holds 6,080 shares of JPM stock, worth $1.25 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
6,080
Previous 5,167 17.67%
Holding current value
$1.25 Million
Previous $879 Million 38.56%
% of portfolio
0.44%
Previous 0.39%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

BUY
$167.09 - $200.3 $152,553 - $182,873
913 Added 17.67%
6,080 $1.22 Billion
Q4 2023

Feb 09, 2024

BUY
$135.69 - $170.3 $67,845 - $85,150
500 Added 10.71%
5,167 $879 Million
Q3 2023

Nov 08, 2023

BUY
$143.21 - $158.0 $668,361 - $737,386
4,667 New
4,667 $677 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 $601B
  • 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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