A detailed history of Melfa Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Melfa Wealth Management, LLC holds 2,741 shares of JPM stock, worth $720,444. This represents 0.44% of its overall portfolio holdings.

Number of Shares
2,741
Previous 2,483 10.39%
Holding current value
$720,444
Previous $524 Million 25.5%
% of portfolio
0.44%
Previous 0.35%

Shares

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

Jan 17, 2025

BUY
$205.18 - $250.29 $52,936 - $64,574
258 Added 10.39%
2,741 $657 Million
Q3 2024

Oct 16, 2024

SELL
$194.9 - $224.8 $17,151 - $19,782
-88 Reduced 3.42%
2,483 $524 Million
Q2 2024

Jul 15, 2024

BUY
$180.08 - $204.79 $18,548 - $21,093
103 Added 4.17%
2,571 $520 Million
Q1 2024

Apr 23, 2024

BUY
$167.09 - $200.3 $412,378 - $494,340
2,468 New
2,468 $494 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 $771B
  • 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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