A detailed history of Palacios Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Palacios Wealth Management, LLC holds 7,556 shares of JPM stock, worth $2.27 Million. This represents 1.8% of its overall portfolio holdings.

Number of Shares
7,556
Previous 2,330 224.29%
Holding current value
$2.27 Million
Previous $572 Million 283.27%
% of portfolio
1.8%
Previous 0.42%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025

BUY
$210.28 - $289.91 $1.1 Million - $1.52 Million
5,226 Added 224.29%
7,556 $2.19 Billion
Q1 2025

May 09, 2025

SELL
$225.19 - $279.95 $450 - $559
-2 Reduced 0.09%
2,330 $572 Million
Q4 2024

Jan 30, 2025

BUY
$205.18 - $250.29 $478,479 - $583,676
2,332 New
2,332 $583 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 $883B
  • 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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