A detailed history of Integris Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Integris Wealth Management, LLC holds 2,675 shares of JPM stock, worth $635,580. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,675
Previous 2,402 11.37%
Holding current value
$635,580
Previous $486 Million 16.1%
% of portfolio
0.16%
Previous 0.14%

Shares

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

Oct 18, 2024

BUY
$194.9 - $224.8 $53,207 - $61,370
273 Added 11.37%
2,675 $564 Million
Q2 2024

Jul 19, 2024

SELL
$180.08 - $204.79 $23,410 - $26,622
-130 Reduced 5.13%
2,402 $486 Million
Q1 2024

May 03, 2024

SELL
$167.09 - $200.3 $41,104 - $49,273
-246 Reduced 8.86%
2,532 $507 Million
Q4 2023

Feb 09, 2024

BUY
$135.69 - $170.3 $81,278 - $102,009
599 Added 27.49%
2,778 $473 Million
Q3 2023

Nov 08, 2023

BUY
$143.21 - $158.0 $13,032 - $14,378
91 Added 4.36%
2,179 $316 Million
Q2 2023

Jul 13, 2023

SELL
$127.47 - $145.44 $25,748 - $29,378
-202 Reduced 8.82%
2,088 $304 Million
Q1 2023

May 15, 2023

BUY
$124.91 - $143.8 $15,613 - $17,975
125 Added 5.77%
2,290 $298 Million
Q4 2022

Feb 07, 2023

BUY
$101.96 - $137.84 $220,743 - $298,423
2,165 New
2,165 $290 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 $697B
  • 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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