A detailed history of Enzi Wealth transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Enzi Wealth holds 1,237 shares of JPM stock, worth $300,764. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,237
Previous 1,288 3.96%
Holding current value
$300,764
Previous $260,000 -0.0%
% of portfolio
0.11%
Previous 0.12%

Shares

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

Oct 15, 2024

SELL
$194.9 - $224.8 $9,939 - $11,464
-51 Reduced 3.96%
1,237 $260,000
Q2 2024

Jul 22, 2024

BUY
$180.08 - $204.79 $18,908 - $21,502
105 Added 8.88%
1,288 $260,000
Q1 2024

Apr 16, 2024

BUY
$167.09 - $200.3 $197,667 - $236,954
1,183 New
1,183 $236,000
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $50,311 - $292,647
2,427 New
2,427 $328,000

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 $713B
  • 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
Track This Portfolio

Track Enzi Wealth Portfolio

Follow Enzi Wealth and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Enzi Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Enzi Wealth with notifications on news.