A detailed history of Precedent Wealth Partners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 9,242 shares of JPM stock, worth $2.2 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares
9,242
Previous 8,724 5.94%
Holding current value
$2.2 Million
Previous $1.76 Billion 10.45%
% of portfolio
0.64%
Previous 0.71%

Shares

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

Oct 17, 2024

BUY
$194.9 - $224.8 $100,958 - $116,446
518 Added 5.94%
9,242 $1.95 Billion
Q2 2024

Jul 23, 2024

BUY
$180.08 - $204.79 $60,686 - $69,014
337 Added 4.02%
8,724 $1.76 Billion
Q1 2024

Apr 23, 2024

BUY
$167.09 - $200.3 $84,881 - $101,752
508 Added 6.45%
8,387 $1.68 Billion
Q4 2023

Jan 18, 2024

BUY
$135.69 - $170.3 $1.07 Million - $1.34 Million
7,879 New
7,879 $1.34 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 $699B
  • 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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