A detailed history of Iams Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Iams Wealth Management, LLC holds 11,737 shares of JPM stock, worth $2.92 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares
11,737
Previous 11,342 3.48%
Holding current value
$2.92 Million
Previous $2.29 Billion 7.89%
% of portfolio
1.21%
Previous 1.26%

Shares

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

Oct 11, 2024

BUY
$194.9 - $224.8 $76,985 - $88,796
395 Added 3.48%
11,737 $2.48 Billion
Q2 2024

Aug 05, 2024

BUY
$180.08 - $204.79 $99,404 - $113,044
552 Added 5.12%
11,342 $2.29 Billion
Q1 2024

Apr 18, 2024

SELL
$167.09 - $200.3 $150,213 - $180,069
-899 Reduced 7.69%
10,790 $1.99 Billion
Q4 2023

Feb 07, 2024

SELL
$135.69 - $170.3 $109,230 - $137,091
-805 Reduced 6.44%
11,689 $1.99 Billion
Q3 2023

Nov 14, 2023

BUY
$143.21 - $158.0 $1.79 Million - $1.97 Million
12,494 New
12,494 $1.81 Billion
Q1 2023

Oct 30, 2023

BUY
$124.91 - $143.8 $439,433 - $505,888
3,518 Added 46.37%
11,104 $1.43 Billion
Q4 2022

Oct 27, 2023

BUY
$101.96 - $137.84 $773,468 - $1.05 Million
7,586 New
7,586 $1.02 Billion

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 $729B
  • 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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