A detailed history of Bank Plus Wealth Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Bank Plus Wealth Management LLC holds 3,436 shares of JPM stock, worth $836,837. This represents 0.62% of its overall portfolio holdings.

Number of Shares
3,436
Previous 3,488 1.49%
Holding current value
$836,837
Previous $836 Million 0.8%
% of portfolio
0.62%
Previous 0.62%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025

SELL
$225.19 - $279.95 $11,709 - $14,557
-52 Reduced 1.49%
3,436 $843 Million
Q4 2024

Jan 22, 2025

BUY
$205.18 - $250.29 $715,667 - $873,011
3,488 New
3,488 $836 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 $714B
  • 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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