A detailed history of Innovative Wealth Building LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Innovative Wealth Building LLC holds 943 shares of JPM stock, worth $229,667. This represents 0.21% of its overall portfolio holdings.

Number of Shares
943
Previous 856 10.16%
Holding current value
$229,667
Previous $205 Million 12.73%
% of portfolio
0.21%
Previous 0.19%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025

BUY
$225.19 - $279.95 $19,591 - $24,355
87 Added 10.16%
943 $231 Million
Q4 2024

Apr 24, 2025

BUY
$205.18 - $250.29 $175,634 - $214,248
856 New
856 $205 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 $714B
  • 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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