A detailed history of Maxwell Wealth Strategies Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Maxwell Wealth Strategies Inc. holds 32,560 shares of JPM stock, worth $9.01 Million. This represents 3.19% of its overall portfolio holdings.

Number of Shares
32,560
Previous 32,622 0.19%
Holding current value
$9.01 Million
Previous $7.23 Billion 8.02%
% of portfolio
3.19%
Previous 3.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025

SELL
$205.18 - $250.29 $12,721 - $15,517
-62 Reduced 0.19%
32,560 $7.8 Billion
Q3 2024

Nov 06, 2024

BUY
$194.9 - $224.8 $1.14 Million - $1.32 Million
5,852 Added 21.86%
32,622 $7.23 Billion
Q2 2024

Aug 12, 2024

SELL
$180.08 - $204.79 $2,701 - $3,071
-15 Reduced 0.06%
26,770 $5.41 Billion
Q1 2024

May 31, 2024

BUY
$167.09 - $200.3 $657,499 - $788,180
3,935 Added 17.22%
26,785 $5.34 Billion
Q4 2023

Feb 12, 2024

BUY
$135.69 - $170.3 $3.1 Million - $3.89 Million
22,850 New
22,850 $3.89 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 $811B
  • 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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