A detailed history of Hrc Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Hrc Wealth Management, LLC holds 987 shares of JPM stock, worth $300,077. This represents 0.15% of its overall portfolio holdings.

Number of Shares
987
Previous 986 0.1%
Holding current value
$300,077
Previous $242 Million 18.2%
% of portfolio
0.15%
Previous 0.15%

Shares

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

Jul 22, 2025

BUY
$210.28 - $289.91 $210 - $289
1 Added 0.1%
987 $286 Million
Q1 2025

May 12, 2025

BUY
$225.19 - $279.95 $6,305 - $7,838
28 Added 2.92%
986 $242 Million
Q4 2024

Feb 12, 2025

BUY
$205.18 - $250.29 $196,562 - $239,777
958 New
958 $230 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 $892B
  • 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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