A detailed history of Beta Wealth Group, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 918 shares of JPM stock, worth $248,814. This represents 0.11% of its overall portfolio holdings.

Number of Shares
918
Holding current value
$248,814
% of portfolio
0.11%

Shares

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

Jan 31, 2025

BUY
$205.18 - $250.29 $188,355 - $229,766
918 New
918 $220,000
Q1 2023

May 09, 2023

BUY
$124.91 - $143.8 $3.42 Million - $3.93 Million
27,355 New
27,355 $3.56 Million
Q3 2022

Nov 01, 2022

BUY
$20.73 - $120.58 $55,971 - $325,566
2,700 New
2,700 $282,000

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 $795B
  • 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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