A detailed history of Private Wealth Management Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 1,765 shares of JPM stock, worth $374,603. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,765
Previous 2,294 23.06%
Holding current value
$374,603
Previous $390 Million 9.4%
% of portfolio
0.16%
Previous 0.19%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024

SELL
$167.09 - $200.3 $88,390 - $105,958
-529 Reduced 23.06%
1,765 $354 Million
Q4 2023

Feb 08, 2024

BUY
$135.69 - $170.3 $311,272 - $390,668
2,294 New
2,294 $390 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 $623B
  • 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 Private Wealth Management Group, LLC Portfolio

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

News

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