A detailed history of Philip James Wealth Mangement, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 1,214 shares of JPM stock, worth $255,971. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,214
Previous 1,140 6.49%
Holding current value
$255,971
Previous $228 Million 7.49%
% of portfolio
0.16%
Previous 0.16%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024

BUY
$180.08 - $204.79 $13,325 - $15,154
74 Added 6.49%
1,214 $245 Million
Q1 2024

Apr 29, 2024

BUY
$167.09 - $200.3 $190,482 - $228,342
1,140 New
1,140 $228 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 $618B
  • 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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