A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 777 shares of JPM stock, worth $184,615. This represents 0.03% of its overall portfolio holdings.

Number of Shares
777
Previous 946 17.86%
Holding current value
$184,615
Previous $191,000 14.66%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 15, 2024

SELL
$194.9 - $224.8 $32,938 - $37,991
-169 Reduced 17.86%
777 $163,000
Q2 2024

Aug 06, 2024

BUY
$180.08 - $204.79 $107,867 - $122,669
599 Added 172.62%
946 $191,000
Q1 2024

May 15, 2024

BUY
$167.09 - $200.3 $9,022 - $10,816
54 Added 18.43%
347 $69,000
Q4 2023

Feb 06, 2024

BUY
$135.69 - $170.3 $39,757 - $49,897
293 New
293 $49,000

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 $697B
  • 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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