A detailed history of Momentous Wealth Management, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Momentous Wealth Management, Inc. holds 1,784 shares of JPM stock, worth $490,600. This represents 0.31% of its overall portfolio holdings.

Number of Shares
1,784
Previous 1,193 49.54%
Holding current value
$490,600
Previous $286 Million 53.03%
% of portfolio
0.31%
Previous 0.24%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025

BUY
$225.19 - $279.95 $133,087 - $165,450
591 Added 49.54%
1,784 $438 Million
Q4 2024

Feb 11, 2025

BUY
$205.18 - $250.29 $244,779 - $298,595
1,193 New
1,193 $286 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 $807B
  • 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 Momentous Wealth Management, Inc. Portfolio

Follow Momentous Wealth Management, Inc. 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 Momentous Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Momentous Wealth Management, Inc. with notifications on news.