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 50,265 shares of JPM stock, worth $10.4 Million. This represents 1.7% of its overall portfolio holdings.

Number of Shares
50,265
Previous 49,297 1.96%
Holding current value
$10.4 Million
Previous $8.39 Billion 20.07%
% of portfolio
1.7%
Previous 1.57%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $609B
  • 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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