A detailed history of Dodds Wealth, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Dodds Wealth, LLC holds 1,658 shares of JPM stock, worth $364,395. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,658
Previous 1,483 11.8%
Holding current value
$364,395
Previous $308 Million 14.61%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Oct 25, 2024

BUY
$194.9 - $224.8 $34,107 - $39,340
175 Added 11.8%
1,658 $353 Million
Q2 2024

Jul 25, 2024

BUY
$180.08 - $204.79 $36,016 - $40,958
200 Added 15.59%
1,483 $308 Million
Q1 2024

May 24, 2024

BUY
$167.09 - $200.3 $12,865 - $15,423
77 Added 6.38%
1,283 $257 Million
Q4 2023

Feb 12, 2024

BUY
$135.69 - $170.3 $163,642 - $205,381
1,206 New
1,206 $205 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 $645B
  • 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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