A detailed history of Partners Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Partners Wealth Management, LLC holds 3,913 shares of JPM stock, worth $1.05 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares
3,913
Previous 4,049 3.36%
Holding current value
$1.05 Million
Previous $971 Million 1.1%
% of portfolio
1.09%
Previous 1.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025

SELL
$225.19 - $279.95 $30,625 - $38,073
-136 Reduced 3.36%
3,913 $960 Million
Q4 2024

Feb 04, 2025

BUY
$205.18 - $250.29 $830,773 - $1.01 Million
4,049 New
4,049 $971 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 $785B
  • 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 Partners Wealth Management, LLC Portfolio

Follow Partners Wealth Management, LLC 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 Partners Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Partners Wealth Management, LLC with notifications on news.