A detailed history of Moran Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Moran Wealth Management, LLC holds 233,262 shares of JPM stock, worth $55.9 Million. This represents 1.55% of its overall portfolio holdings.

Number of Shares
233,262
Previous 233,742 0.21%
Holding current value
$55.9 Million
Previous $47.3 Million 4.0%
% of portfolio
1.55%
Previous 1.59%

Shares

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

Nov 08, 2024

SELL
$194.9 - $224.8 $93,552 - $107,904
-480 Reduced 0.21%
233,262 $49.2 Million
Q2 2024

Aug 13, 2024

BUY
$180.08 - $204.79 $828,728 - $942,443
4,602 Added 2.01%
233,742 $47.3 Million
Q1 2024

May 15, 2024

BUY
$167.09 - $200.3 $6.03 Million - $7.22 Million
36,068 Added 18.68%
229,140 $45.9 Million
Q4 2023

Feb 07, 2024

BUY
$135.69 - $170.3 $6.46 Million - $8.11 Million
47,604 Added 32.72%
193,072 $32.8 Million
Q3 2023

Nov 13, 2023

BUY
$143.21 - $158.0 $20.2 Million - $22.3 Million
141,030 Added 3177.78%
145,468 $21.1 Million
Q2 2023

Aug 10, 2023

BUY
$127.47 - $145.44 $315,360 - $359,818
2,474 Added 125.97%
4,438 $645,000
Q1 2023

May 10, 2023

BUY
$124.91 - $143.8 $51,338 - $59,101
411 Added 26.46%
1,964 $255,000
Q4 2022

Feb 13, 2023

BUY
$101.96 - $137.84 $158,343 - $214,065
1,553 New
1,553 $0

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 $703B
  • 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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