A detailed history of Capstone Capital Wealth Advisors transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Capstone Capital Wealth Advisors holds 1,200 shares of JPM stock, worth $298,260. This represents 0.21% of its overall portfolio holdings.

Number of Shares
1,200
Previous 1,205 0.41%
Holding current value
$298,260
Previous $244 Million 3.82%
% of portfolio
0.21%
Previous 0.22%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 22, 2024

SELL
$194.9 - $224.8 $974 - $1,124
-5 Reduced 0.41%
1,200 $253 Million
Q2 2024

Jul 16, 2024

BUY
$180.08 - $204.79 $22,510 - $25,598
125 Added 11.57%
1,205 $244 Million
Q1 2024

Apr 18, 2024

BUY
$167.09 - $200.3 $180,457 - $216,324
1,080 New
1,080 $216 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 $729B
  • 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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