A detailed history of Claris Financial LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Claris Financial LLC holds 7,269 shares of JPM stock, worth $2.25 Million. This represents 1.77% of its overall portfolio holdings.

Number of Shares
7,269
Previous 9,157 20.62%
Holding current value
$2.25 Million
Previous $2.25 Million 6.19%
% of portfolio
1.77%
Previous 1.59%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 26, 2025

SELL
$210.28 - $289.91 $397,008 - $547,350
-1,888 Reduced 20.62%
7,269 $2.11 Million
Q4 2024

Jun 16, 2025

BUY
$205.18 - $250.29 $1.88 Million - $2.29 Million
9,157 New
9,157 $2.2 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 $907B
  • 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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