Delap Wealth Advisory, LLC Jpmorgan Chase & CO Transaction History

Delap Wealth Advisory, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

4,615

1.96B

29.8M

35.7M

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $732B
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 ...

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