A detailed history of Higgins & Schmidt Wealth Strategies LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Higgins & Schmidt Wealth Strategies LLC holds 906 shares of JPM stock, worth $221,625. This represents 0.13% of its overall portfolio holdings.

Number of Shares
906
Previous 904 0.22%
Holding current value
$221,625
Previous $217 Million 2.56%
% of portfolio
0.13%
Previous 0.14%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025

BUY
$225.19 - $279.95 $450 - $559
2 Added 0.22%
906 $222 Million
Q4 2024

Mar 25, 2025

BUY
$205.18 - $250.29 $185,482 - $226,262
904 New
904 $217 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 $718B
  • 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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