A detailed history of Kondo Wealth Advisors, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Kondo Wealth Advisors, Inc. holds 1,351 shares of JPM stock, worth $362,878. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,351
Previous 1,319 2.43%
Holding current value
$362,878
Previous $316 Million 4.81%
% of portfolio
0.16%
Previous 0.16%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Jun 11, 2025

BUY
$225.19 - $279.95 $7,206 - $8,958
32 Added 2.43%
1,351 $331 Million
Q4 2024

Jun 11, 2025

BUY
$205.18 - $250.29 $270,632 - $330,132
1,319 New
1,319 $316 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 $788B
  • 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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