A detailed history of Ball & CO Wealth Management Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Ball & CO Wealth Management Inc. holds 840 shares of JPM stock, worth $242,558. This represents 0.26% of its overall portfolio holdings.

Number of Shares
840
Previous 835 0.6%
Holding current value
$242,558
Previous $204,000 19.12%
% of portfolio
0.26%
Previous 0.22%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025

BUY
$210.28 - $289.91 $1,051 - $1,449
5 Added 0.6%
840 $243,000
Q1 2025

May 09, 2025

BUY
$225.19 - $279.95 $900 - $1,119
4 Added 0.48%
835 $204,000
Q4 2024

Feb 20, 2025

BUY
$205.18 - $250.29 $170,504 - $207,990
831 New
831 $199,000

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 $847B
  • 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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