A detailed history of Icapital Wealth LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Icapital Wealth LLC holds 7,984 shares of JPM stock, worth $1.68 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares
7,984
Previous 7,484 6.68%
Holding current value
$1.68 Million
Previous $1.5 Million 7.67%
% of portfolio
0.89%
Previous 0.9%

Shares

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

Aug 02, 2024

BUY
$180.08 - $204.79 $90,040 - $102,395
500 Added 6.68%
7,984 $1.61 Million
Q3 2023

Oct 24, 2023

SELL
$143.21 - $158.0 $1,861 - $2,054
-13 Reduced 0.17%
7,484 $1.09 Million
Q2 2023

Aug 01, 2023

SELL
$127.47 - $145.44 $36,328 - $41,450
-285 Reduced 3.66%
7,497 $1.09 Million
Q1 2023

May 15, 2023

BUY
$124.91 - $143.8 $26,730 - $30,773
214 Added 2.83%
7,782 $1.01 Million
Q4 2022

Feb 13, 2023

SELL
$101.96 - $137.84 $184,853 - $249,903
-1,813 Reduced 19.33%
7,568 $1.01 Million
Q3 2022

Nov 14, 2022

SELL
$20.73 - $120.58 $20,191 - $117,444
-974 Reduced 9.41%
9,381 $980,000
Q2 2022

Aug 11, 2022

SELL
$112.61 - $135.91 $855,836 - $1.03 Million
-7,600 Reduced 42.33%
10,355 $1.17 Million
Q1 2022

Apr 12, 2022

BUY
$128.3 - $168.44 $944,544 - $1.24 Million
7,362 Added 69.5%
17,955 $2.45 Million
Q4 2021

Feb 15, 2022

BUY
$153.94 - $171.78 $1.63 Million - $1.82 Million
10,593 New
10,593 $1.68 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 $617B
  • 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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