A detailed history of Independence Financial Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Independence Financial Advisors, LLC holds 828 shares of JPM stock, worth $248,706. This represents 0.08% of its overall portfolio holdings.

Number of Shares
828
Previous 756 9.52%
Holding current value
$248,706
Previous $219 Million 19.07%
% of portfolio
0.08%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025

BUY
$282.78 - $316.06 $20,360 - $22,756
72 Added 9.52%
828 $261 Million
Q2 2025

Aug 08, 2025

BUY
$210.28 - $289.91 $158,971 - $219,171
756 New
756 $219 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 $881B
  • 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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