A detailed history of Catalytic Wealth Ria, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Catalytic Wealth Ria, LLC holds 30,692 shares of JPM stock, worth $8.19 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares
30,692
Previous 29,209 5.08%
Holding current value
$8.19 Million
Previous $6.16 Billion 19.45%
% of portfolio
1.29%
Previous 1.08%

Shares

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

Feb 07, 2025

BUY
$205.18 - $250.29 $304,281 - $371,180
1,483 Added 5.08%
30,692 $7.36 Billion
Q3 2024

Nov 04, 2024

BUY
$194.9 - $224.8 $1.73 Million - $1.99 Million
8,856 Added 43.51%
29,209 $6.16 Billion
Q2 2024

Jul 31, 2024

BUY
$180.08 - $204.79 $14,226 - $16,178
79 Added 0.39%
20,353 $4.12 Billion
Q1 2024

May 10, 2024

BUY
$167.09 - $200.3 $509,457 - $610,714
3,049 Added 17.7%
20,274 $4.06 Billion
Q4 2023

Feb 12, 2024

BUY
$135.69 - $170.3 $2.34 Million - $2.93 Million
17,225 New
17,225 $2.93 Billion

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 $783B
  • 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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