A detailed history of Global Wealth Strategies & Associates transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Global Wealth Strategies & Associates holds 651 shares of JPM stock, worth $153,883. This represents 0.05% of its overall portfolio holdings.

Number of Shares
651
Previous 515 26.41%
Holding current value
$153,883
Previous $104 Million 31.78%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Oct 01, 2024

BUY
$194.9 - $224.8 $26,506 - $30,572
136 Added 26.41%
651 $137 Million
Q2 2023

Jul 05, 2023

SELL
$127.47 - $145.44 $2,549 - $2,908
-20 Reduced 3.74%
515 $74.9 Million
Q1 2023

Apr 03, 2023

BUY
$124.91 - $143.8 $1,124 - $1,294
9 Added 1.71%
535 $69.7 Million
Q4 2022

Jan 17, 2023

BUY
$101.96 - $137.84 $53,630 - $72,503
526 New
526 $70.5 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 $693B
  • 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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