A detailed history of Gratus Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Gratus Wealth Advisors, LLC holds 1,892 shares of JPM stock, worth $460,020. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,892
Previous 1,891 0.05%
Holding current value
$460,020
Previous $397 Million 0.64%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Oct 08, 2024

BUY
$194.9 - $224.8 $194 - $224
1 Added 0.05%
1,892 $399 Million
Q2 2024

Jul 22, 2024

SELL
$180.08 - $204.79 $1,800 - $2,047
-10 Reduced 0.53%
1,891 $397 Million
Q1 2024

May 09, 2024

BUY
$167.09 - $200.3 $13,033 - $15,623
78 Added 4.28%
1,901 $344 Million
Q4 2023

May 09, 2024

BUY
$135.69 - $170.3 $247,362 - $310,456
1,823 New
1,823 $310 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 $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
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