A detailed history of Ccg Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Ccg Wealth Management, LLC holds 1,395 shares of JPM stock, worth $331,452. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,395
Previous 1,258 10.89%
Holding current value
$331,452
Previous $254,000 15.75%
% of portfolio
0.16%
Previous 0.14%

Shares

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

Oct 15, 2024

BUY
$194.9 - $224.8 $26,701 - $30,797
137 Added 10.89%
1,395 $294,000
Q2 2024

Jul 31, 2024

BUY
$180.08 - $204.79 $16,387 - $18,635
91 Added 7.8%
1,258 $254,000
Q1 2024

Apr 18, 2024

BUY
$167.09 - $200.3 $194,994 - $233,750
1,167 New
1,167 $233,000
Q4 2022

Jan 19, 2023

BUY
$101.96 - $137.84 $212,382 - $287,120
2,083 New
2,083 $0
Q2 2022

Jul 15, 2022

BUY
$112.61 - $135.91 $38,287 - $46,209
340 Added 21.82%
1,898 $214,000
Q1 2022

Apr 12, 2022

BUY
$128.3 - $168.44 $199,891 - $262,429
1,558 New
1,558 $212,000

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 $697B
  • 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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