A detailed history of Pines Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Pines Wealth Management, LLC holds 20,525 shares of JPM stock, worth $5.93 Million. This represents 2.15% of its overall portfolio holdings.

Number of Shares
20,525
Previous 20,071 2.26%
Holding current value
$5.93 Million
Previous $4.35 Billion 39.58%
% of portfolio
2.15%
Previous 2.01%

Shares

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

Jul 09, 2025

BUY
$210.28 - $289.91 $95,467 - $131,619
454 Added 2.26%
20,525 $6.08 Billion
Q1 2025

Apr 11, 2025

BUY
$225.19 - $279.95 $17,790 - $22,116
79 Added 0.4%
20,071 $4.35 Billion
Q4 2024

Jan 14, 2025

BUY
$205.18 - $250.29 $4.1 Million - $5 Million
19,992 New
19,992 $4.8 Billion

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 $847B
  • 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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