A detailed history of Payne Capital Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Payne Capital Management, LLC holds 2,745 shares of JPM stock, worth $824,515. This represents 0.31% of its overall portfolio holdings.

Number of Shares
2,745
Previous 2,802 2.03%
Holding current value
$824,515
Previous $687 Million 15.77%
% of portfolio
0.31%
Previous 0.29%

Shares

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

Nov 25, 2025

SELL
$210.28 - $289.91 $11,985 - $16,524
-57 Reduced 2.03%
2,745 $796 Million
Q1 2025

Nov 25, 2025

SELL
$225.19 - $279.95 $79,717 - $99,102
-354 Reduced 11.22%
2,802 $687 Million
Q4 2024

Nov 25, 2025

BUY
$205.18 - $250.29 $647,548 - $789,915
3,156 New
3,156 $757 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 $881B
  • 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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