A detailed history of Duncan Williams Asset Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Duncan Williams Asset Management, LLC holds 1,887 shares of JPM stock, worth $504,395. This represents 0.18% of its overall portfolio holdings.

Number of Shares
1,887
Previous 1,109 70.15%
Holding current value
$504,395
Previous $234 Million 93.43%
% of portfolio
0.18%
Previous 0.13%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025

BUY
$205.18 - $250.29 $159,630 - $194,725
778 Added 70.15%
1,887 $452 Million
Q3 2024

Oct 03, 2024

BUY
$194.9 - $224.8 $216,144 - $249,303
1,109 New
1,109 $234 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 $784B
  • 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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