A detailed history of New Insight Wealth Advisors transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, New Insight Wealth Advisors holds 3,054 shares of JPM stock, worth $643,722. This represents 0.36% of its overall portfolio holdings.

Number of Shares
3,054
Previous 3,354 8.94%
Holding current value
$643,722
Previous $672 Million 8.05%
% of portfolio
0.36%
Previous 0.42%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024

SELL
$180.08 - $204.79 $54,024 - $61,437
-300 Reduced 8.94%
3,054 $618 Million
Q4 2023

May 08, 2024

BUY
$135.69 - $170.3 $455,104 - $571,186
3,354 New
3,354 $571 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 $618B
  • 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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