A detailed history of Evergreen Private Wealth LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Evergreen Private Wealth LLC holds 28,702 shares of JPM stock, worth $7.13 Million. This represents 2.81% of its overall portfolio holdings.

Number of Shares
28,702
Previous 28,430 0.96%
Holding current value
$7.13 Million
Previous $5.75 Billion 5.25%
% of portfolio
2.81%
Previous 2.83%

Shares

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

Oct 31, 2024

BUY
$194.9 - $224.8 $53,012 - $61,145
272 Added 0.96%
28,702 $6.05 Billion
Q2 2024

Aug 12, 2024

BUY
$180.08 - $204.79 $45,380 - $51,607
252 Added 0.89%
28,430 $5.75 Billion
Q1 2024

Apr 16, 2024

SELL
$167.09 - $200.3 $174,274 - $208,912
-1,043 Reduced 3.57%
28,178 $5.64 Billion
Q4 2023

Feb 08, 2024

BUY
$135.69 - $170.3 $3.96 Million - $4.98 Million
29,221 New
29,221 $4.97 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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