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 946 shares of JPM stock, worth $196,096. This represents 0.03% of its overall portfolio holdings.

Number of Shares
946
Previous 347 172.62%
Holding current value
$196,096
Previous $69,000 176.81%
% of portfolio
0.03%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $608B
  • 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
Track This Portfolio

Track Pacific Capital Wealth Advisors, Inc Portfolio

Follow Pacific Capital Wealth Advisors, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pacific Capital Wealth Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Pacific Capital Wealth Advisors, Inc with notifications on news.