A detailed history of Jfg Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Jfg Wealth Management, LLC holds 1,521 shares of JPM stock, worth $362,545. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,521
Holding current value
$362,545
% of portfolio
0.09%

Shares

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

Oct 30, 2024

BUY
$194.9 - $224.8 $296,442 - $341,920
1,521 New
1,521 $320,000
Q1 2022

May 06, 2022

SELL
$128.3 - $168.44 $350,259 - $459,841
-2,730 Closed
0 $0
Q4 2021

Feb 11, 2022

SELL
$153.94 - $171.78 $24,630 - $27,484
-160 Reduced 5.54%
2,730 $432,000
Q2 2021

Aug 12, 2021

BUY
$147.37 - $166.44 $425,899 - $481,011
2,890 New
2,890 $450,000

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 $699B
  • 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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