A detailed history of Pur Efi Wealth, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Pur Efi Wealth, LLC holds 4,834 shares of JPM stock, worth $1.18 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares
4,834
Previous 4,495 7.54%
Holding current value
$1.18 Million
Previous $1.08 Billion 10.06%
% of portfolio
1.19%
Previous 1.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025

BUY
$225.19 - $279.95 $76,339 - $94,903
339 Added 7.54%
4,834 $1.19 Billion
Q4 2024

Jan 30, 2025

BUY
$205.18 - $250.29 $922,284 - $1.13 Million
4,495 New
4,495 $1.08 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 $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
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