A detailed history of Perissos Private Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 1,295 shares of JPM stock, worth $316,964. This represents 0.22% of its overall portfolio holdings.

Number of Shares
1,295
Previous 1,525 15.08%
Holding current value
$316,964
Previous $308 Million 11.47%
% of portfolio
0.22%
Previous 0.28%

Shares

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

Nov 12, 2024

SELL
$194.9 - $224.8 $44,827 - $51,704
-230 Reduced 15.08%
1,295 $273 Million
Q1 2024

May 14, 2024

BUY
$167.09 - $200.3 $254,812 - $305,457
1,525 New
1,525 $305 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 $718B
  • 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 Perissos Private Wealth Management, LLC Portfolio

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

News

Stay updated on Perissos Private Wealth Management, LLC with notifications on news.