A detailed history of Jamison Private Wealth Management, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 53,005 shares of JPM stock, worth $13.2 Million. This represents 1.7% of its overall portfolio holdings.

Number of Shares
53,005
Previous 51,277 3.37%
Holding current value
$13.2 Million
Previous $10.4 Billion 7.77%
% of portfolio
1.7%
Previous 1.72%

Shares

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

Oct 15, 2024

BUY
$194.9 - $224.8 $336,787 - $388,454
1,728 Added 3.37%
53,005 $11.2 Billion
Q2 2024

Jul 11, 2024

BUY
$180.08 - $204.79 $182,240 - $207,247
1,012 Added 2.01%
51,277 $10.4 Billion
Q1 2024

Apr 26, 2024

BUY
$167.09 - $200.3 $161,743 - $193,890
968 Added 1.96%
50,265 $10.1 Billion
Q4 2023

Jan 17, 2024

SELL
$135.69 - $170.3 $14,383 - $18,051
-106 Reduced 0.21%
49,297 $8.39 Billion
Q3 2023

Jan 05, 2024

BUY
$143.21 - $158.0 $7.08 Million - $7.81 Million
49,403 New
49,403 $7.16 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 $729B
  • 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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