A detailed history of Aviso Wealth Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Aviso Wealth Management holds 5,090 shares of JPM stock, worth $1.12 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares
5,090
Previous 5,269 3.4%
Holding current value
$1.12 Million
Previous $1.06 Billion 2.46%
% of portfolio
0.61%
Previous 0.67%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$180.08 - $204.79 $32,234 - $36,657
-179 Reduced 3.4%
5,090 $1.03 Billion
Q1 2024

May 14, 2024

SELL
$167.09 - $200.3 $12,531 - $15,022
-75 Reduced 1.4%
5,269 $1.06 Billion
Q4 2023

Feb 13, 2024

BUY
$135.69 - $170.3 $725,127 - $910,083
5,344 New
5,344 $909 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 $645B
  • 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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