A detailed history of Consultiva Wealth Management, Corp. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Consultiva Wealth Management, Corp. holds 1,974 shares of JPM stock, worth $521,136. This represents 1.66% of its overall portfolio holdings.

Number of Shares
1,974
Previous 774 155.04%
Holding current value
$521,136
Previous $186 Million 160.99%
% of portfolio
1.66%
Previous 0.93%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025

BUY
$225.19 - $279.95 $270,228 - $335,940
1,200 Added 155.04%
1,974 $484 Million
Q4 2024

May 13, 2025

BUY
$205.18 - $250.29 $158,809 - $193,724
774 New
774 $186 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 $774B
  • 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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