A detailed history of Mosaic Financial Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Mosaic Financial Group, LLC holds 9,656 shares of JPM stock, worth $2.3 Million. This represents 1.45% of its overall portfolio holdings.

Number of Shares
9,656
Previous 9,696 0.41%
Holding current value
$2.3 Million
Previous $1.96 Million 3.82%
% of portfolio
1.45%
Previous 1.41%

Shares

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

Nov 15, 2024

SELL
$194.9 - $224.8 $7,796 - $8,992
-40 Reduced 0.41%
9,656 $2.04 Million
Q2 2024

Aug 15, 2024

SELL
$180.08 - $204.79 $12,605 - $14,335
-70 Reduced 0.72%
9,696 $1.96 Million
Q1 2024

May 15, 2024

BUY
$167.09 - $200.3 $1.63 Million - $1.96 Million
9,766 New
9,766 $1.96 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 $699B
  • 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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