A detailed history of New Wave Wealth Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 495 shares of JPM stock, worth $132,313. This represents 0.05% of its overall portfolio holdings.

Number of Shares
495
Previous 1,059 53.26%
Holding current value
$132,313
Previous $223 Million 46.86%
% of portfolio
0.05%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025

SELL
$205.18 - $250.29 $115,721 - $141,163
-564 Reduced 53.26%
495 $119 Million
Q2 2024

Aug 27, 2024

BUY
$180.08 - $204.79 $190,704 - $216,872
1,059 New
1,059 $214 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 $784B
  • 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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