A detailed history of Mbe Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Mbe Wealth Management, LLC holds 2,478 shares of JPM stock, worth $588,772. This represents 0.3% of its overall portfolio holdings.

Number of Shares
2,478
Previous 2,664 6.98%
Holding current value
$588,772
Previous $538,000 2.97%
% of portfolio
0.3%
Previous 0.34%

Shares

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

Oct 21, 2024

SELL
$194.9 - $224.8 $36,251 - $41,812
-186 Reduced 6.98%
2,478 $522,000
Q2 2024

Jul 19, 2024

BUY
$180.08 - $204.79 $146,765 - $166,903
815 Added 44.08%
2,664 $538,000
Q1 2024

Apr 22, 2024

BUY
$167.09 - $200.3 $29,574 - $35,453
177 Added 10.59%
1,849 $370,000
Q4 2023

Jan 29, 2024

BUY
$135.69 - $170.3 $15,875 - $19,925
117 Added 7.52%
1,672 $284,000
Q3 2023

Oct 16, 2023

BUY
$143.21 - $158.0 $572 - $632
4 Added 0.26%
1,555 $225,000
Q2 2023

Jul 17, 2023

BUY
$127.47 - $145.44 $197,705 - $225,577
1,551 New
1,551 $225,000
Q2 2020

Aug 14, 2020

SELL
$84.03 - $113.45 $70,921 - $95,751
-844 Closed
0 $0
Q1 2020

May 07, 2020

BUY
$79.03 - $141.09 $66,701 - $119,079
844 New
844 $75,000

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 $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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