A detailed history of Invictus Private Wealth, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Invictus Private Wealth, LLC holds 57,918 shares of JPM stock, worth $17.4 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares
57,918
Previous 58,959 1.77%
Holding current value
$17.4 Million
Previous $14.5 Billion 16.1%
% of portfolio
1.15%
Previous 1.15%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025

SELL
$210.28 - $289.91 $218,901 - $301,796
-1,041 Reduced 1.77%
57,918 $16.8 Billion
Q1 2025

May 08, 2025

SELL
$225.19 - $279.95 $228,117 - $283,589
-1,013 Reduced 1.69%
58,959 $14.5 Billion
Q4 2024

Feb 14, 2025

SELL
$205.18 - $250.29 $141,163 - $172,199
-688 Reduced 1.13%
59,972 $14.4 Billion
Q3 2024

Oct 30, 2024

SELL
$194.9 - $224.8 $194,510 - $224,350
-998 Reduced 1.62%
60,660 $12.8 Billion
Q2 2024

Aug 02, 2024

SELL
$180.08 - $204.79 $236,985 - $269,503
-1,316 Reduced 2.09%
61,658 $12.5 Billion
Q1 2024

May 13, 2024

SELL
$167.09 - $200.3 $147,039 - $176,264
-880 Reduced 1.38%
62,974 $12.6 Billion
Q4 2023

Feb 12, 2024

SELL
$135.69 - $170.3 $101,767 - $127,725
-750 Reduced 1.16%
63,854 $10.9 Billion
Q3 2023

Oct 04, 2023

SELL
$143.21 - $158.0 $91,224 - $100,646
-637 Reduced 0.98%
64,604 $9.37 Billion
Q2 2023

Aug 24, 2023

SELL
$127.47 - $145.44 $114,595 - $130,750
-899 Reduced 1.36%
65,241 $9.49 Billion
Q1 2023

Jun 05, 2023

SELL
$124.91 - $143.8 $139,649 - $160,768
-1,118 Reduced 1.66%
66,140 $8.62 Billion
Q4 2022

Jun 05, 2023

BUY
$101.96 - $137.84 $6.86 Million - $9.27 Million
67,258 New
67,258 $9.02 Billion

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 $883B
  • 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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