A detailed history of Cura Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Cura Wealth Advisors, LLC holds 1,580 shares of JPM stock, worth $425,841. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,580
Previous 1,074 47.11%
Holding current value
$425,841
Previous $257 Million 50.55%
% of portfolio
0.16%
Previous 0.11%

Shares

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

May 15, 2025

BUY
$225.19 - $279.95 $113,946 - $141,654
506 Added 47.11%
1,580 $388 Million
Q4 2024

Feb 14, 2025

BUY
$205.18 - $250.29 $220,363 - $268,811
1,074 New
1,074 $257 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 $791B
  • 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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