A detailed history of Kfg Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 2,802 shares of JPM stock, worth $665,755. This represents 0.17% of its overall portfolio holdings.

Number of Shares
2,802
Previous 1,594 75.78%
Holding current value
$665,755
Previous $322,000 83.23%
% of portfolio
0.17%
Previous 0.14%

Shares

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

Oct 15, 2024

BUY
$194.9 - $224.8 $235,439 - $271,558
1,208 Added 75.78%
2,802 $590,000
Q1 2024

Apr 19, 2024

BUY
$167.09 - $200.3 $9,357 - $11,216
56 Added 3.64%
1,594 $319,000
Q4 2023

Jan 31, 2024

SELL
$135.69 - $170.3 $12,619 - $15,837
-93 Reduced 5.7%
1,538 $261,000
Q3 2023

Oct 17, 2023

BUY
$143.21 - $158.0 $13,318 - $14,694
93 Added 6.05%
1,631 $236,000
Q2 2023

Jul 18, 2023

BUY
$127.47 - $145.44 $196,048 - $223,686
1,538 New
1,538 $224 Million
Q4 2022

Jan 18, 2023

BUY
$101.96 - $137.84 $156,814 - $211,997
1,538 New
1,538 $206 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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