A detailed history of Fourth Dimension Wealth, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Fourth Dimension Wealth, LLC holds 4,232 shares of JPM stock, worth $1.22 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
4,232
Previous 1,865 126.92%
Holding current value
$1.22 Million
Previous $457 Million 168.2%
% of portfolio
0.52%
Previous 0.22%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025

BUY
$210.28 - $289.91 $497,732 - $686,216
2,367 Added 126.92%
4,232 $1.23 Billion
Q1 2025

Apr 23, 2025

SELL
$225.19 - $279.95 $22,519 - $27,995
-100 Reduced 5.09%
1,865 $457 Million
Q4 2024

Feb 18, 2025

BUY
$205.18 - $250.29 $403,178 - $491,819
1,965 New
1,965 $471 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 $847B
  • 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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