A detailed history of Endowment Wealth Management, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Endowment Wealth Management, Inc. holds 1,365 shares of JPM stock, worth $410,005. This represents 0.23% of its overall portfolio holdings.

Number of Shares
1,365
Previous 1,496 8.76%
Holding current value
$410,005
Previous $433,000 0.69%
% of portfolio
0.23%
Previous 0.27%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025

SELL
$282.78 - $316.06 $37,044 - $41,403
-131 Reduced 8.76%
1,365 $430,000
Q2 2025

Jul 25, 2025

BUY
$210.28 - $289.91 $137,312 - $189,311
653 Added 77.46%
1,496 $433,000
Q1 2025

May 09, 2025

BUY
$225.19 - $279.95 $189,835 - $235,997
843 New
843 $206,000

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 $881B
  • 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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