A detailed history of Mgb Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Mgb Wealth Management, LLC holds 10,861 shares of JPM stock, worth $2.58 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares
10,861
Previous 11,486 5.44%
Holding current value
$2.58 Million
Previous $2.37 Billion 3.22%
% of portfolio
0.83%
Previous 0.88%

Shares

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

Nov 12, 2024

SELL
$194.9 - $224.8 $121,812 - $140,500
-625 Reduced 5.44%
10,861 $2.29 Billion
Q2 2024

Aug 12, 2024

BUY
$180.08 - $204.79 $151,267 - $172,023
840 Added 7.89%
11,486 $2.37 Billion
Q1 2024

May 06, 2024

BUY
$167.09 - $200.3 $91,398 - $109,564
547 Added 5.42%
10,646 $2.13 Billion
Q4 2023

Apr 22, 2024

BUY
$135.69 - $170.3 $1.37 Million - $1.72 Million
10,099 New
10,099 $1.72 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 $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
Track This Portfolio

Track Mgb Wealth Management, LLC Portfolio

Follow Mgb Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mgb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mgb Wealth Management, LLC with notifications on news.