A detailed history of Dynasty Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 23,996 shares of JPM stock, worth $5.96 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
23,996
Previous 23,385 2.61%
Holding current value
$5.96 Million
Previous $4.73 Billion 6.97%
% of portfolio
0.15%
Previous 0.14%

Shares

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

Nov 12, 2024

BUY
$194.9 - $224.8 $119,083 - $137,352
611 Added 2.61%
23,996 $5.06 Billion
Q2 2024

Aug 12, 2024

BUY
$180.08 - $204.79 $202,409 - $230,183
1,124 Added 5.05%
23,385 $4.73 Billion
Q1 2024

May 15, 2024

BUY
$167.09 - $200.3 $3.72 Million - $4.46 Million
22,261 New
22,261 $4.46 Billion

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 $729B
  • 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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