A detailed history of Delap Wealth Advisory, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 5,595 shares of JPM stock, worth $1.17 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
5,595
Previous 2,225 151.46%
Holding current value
$1.17 Million
Previous $378 Million 196.09%
% of portfolio
0.45%
Previous 0.17%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

BUY
$167.09 - $200.3 $563,093 - $675,011
3,370 Added 151.46%
5,595 $1.12 Billion
Q4 2023

Feb 14, 2024

BUY
$135.69 - $170.3 $301,910 - $378,917
2,225 New
2,225 $378 Million
Q1 2023

May 15, 2023

BUY
$124.91 - $143.8 $42,969 - $49,467
344 Added 10.86%
3,513 $458 Million
Q4 2022

Feb 13, 2023

BUY
$101.96 - $137.84 $323,111 - $436,814
3,169 New
3,169 $425 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 $613B
  • 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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