A detailed history of Corepath Wealth Partners LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Corepath Wealth Partners LLC holds 1,077 shares of JPM stock, worth $238,544. This represents 0.22% of its overall portfolio holdings.

Number of Shares
1,077
Previous 982 9.67%
Holding current value
$238,544
Previous $198,000 14.65%
% of portfolio
0.22%
Previous 0.21%

Shares

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

Oct 15, 2024

BUY
$194.9 - $224.8 $18,515 - $21,356
95 Added 9.67%
1,077 $227,000
Q2 2024

Jul 12, 2024

BUY
$180.08 - $204.79 $176,838 - $201,103
982 New
982 $198,000

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 $650B
  • 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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