A detailed history of Madison Wealth Partners, Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Madison Wealth Partners, Inc holds 7,478 shares of JPM stock, worth $1.86 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
7,478
Previous 7,804 4.18%
Holding current value
$1.86 Million
Previous $1.58 Million 0.13%
% of portfolio
0.48%
Previous 0.56%

Shares

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

Oct 24, 2024

SELL
$194.9 - $224.8 $63,537 - $73,284
-326 Reduced 4.18%
7,478 $1.58 Million
Q2 2024

Aug 09, 2024

BUY
$180.08 - $204.79 $26,831 - $30,513
149 Added 1.95%
7,804 $1.58 Million
Q1 2024

Apr 29, 2024

SELL
$167.09 - $200.3 $7,853 - $9,414
-47 Reduced 0.61%
7,655 $1.53 Million
Q4 2023

Feb 12, 2024

BUY
$135.69 - $170.3 $831,779 - $1.04 Million
6,130 Added 389.95%
7,702 $1.31 Million
Q3 2023

Nov 01, 2023

BUY
$143.21 - $158.0 $5,871 - $6,478
41 Added 2.68%
1,572 $227,000
Q2 2023

Jul 20, 2023

BUY
$127.47 - $145.44 $195,156 - $222,668
1,531 New
1,531 $222,000
Q4 2022

Jan 24, 2023

BUY
$101.96 - $137.84 $155,387 - $210,068
1,524 New
1,524 $0

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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