A detailed history of Avantra Family Wealth, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Avantra Family Wealth, Inc. holds 3,918 shares of JPM stock, worth $1.04 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares
3,918
Holding current value
$1.04 Million
% of portfolio
0.88%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025

BUY
$205.18 - $250.29 $803,895 - $980,636
3,918 New
3,918 $939 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 $777B
  • 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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