A detailed history of Ica Group Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 741 shares of JPM stock, worth $184,175. This represents 0.09% of its overall portfolio holdings.

Number of Shares
741
Previous 6,268 88.18%
Holding current value
$184,175
Previous $1.26 Million 88.13%
% of portfolio
0.09%
Previous 0.25%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

SELL
$180.08 - $204.79 $995,302 - $1.13 Million
-5,527 Reduced 88.18%
741 $149,000
Q1 2024

May 14, 2024

BUY
$167.09 - $200.3 $19,716 - $23,635
118 Added 1.92%
6,268 $1.26 Million
Q4 2023

Mar 07, 2024

BUY
$135.69 - $170.3 $35,279 - $44,278
260 Added 4.41%
6,150 $1.05 Million
Q3 2023

Nov 13, 2023

SELL
$143.21 - $158.0 $22,770 - $25,122
-159 Reduced 2.63%
5,890 $854,000
Q2 2023

Aug 11, 2023

SELL
$127.47 - $145.44 $2.3 Million - $2.63 Million
-18,052 Reduced 74.9%
6,049 $879,000
Q1 2023

May 12, 2023

BUY
$124.91 - $143.8 $40,221 - $46,303
322 Added 1.35%
24,101 $3.14 Million
Q4 2022

Feb 14, 2023

SELL
$101.96 - $137.84 $279,982 - $378,508
-2,746 Reduced 10.35%
23,779 $3.19 Million
Q3 2022

Nov 10, 2022

SELL
$20.73 - $120.58 $746 - $4,340
-36 Reduced 0.14%
26,525 $2.77 Million
Q2 2022

Oct 03, 2022

BUY
$112.61 - $135.91 $26,688 - $32,210
237 Added 0.9%
26,561 $3.15 Million
Q1 2022

Oct 03, 2022

BUY
$128.3 - $168.44 $3.38 Million - $4.43 Million
26,324 New
26,324 $3.42 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 $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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