A detailed history of Rf&L Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Rf&L Wealth Management, LLC holds 7,227 shares of JPM stock, worth $1.77 Million. This represents 1.27% of its overall portfolio holdings.

Number of Shares
7,227
Previous 7,277 0.69%
Holding current value
$1.77 Million
Previous $1.74 Billion 1.63%
% of portfolio
1.27%
Previous 1.23%

Shares

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

Apr 21, 2025

SELL
$225.19 - $279.95 $11,259 - $13,997
-50 Reduced 0.69%
7,227 $1.77 Billion
Q3 2024

Oct 16, 2024

SELL
$194.9 - $224.8 $7,016 - $8,092
-36 Reduced 0.49%
7,277 $1.53 Billion
Q1 2024

Apr 30, 2024

SELL
$167.09 - $200.3 $30,076 - $36,054
-180 Reduced 2.4%
7,313 $1.46 Billion
Q4 2022

Feb 14, 2023

BUY
$101.96 - $137.84 $763,986 - $1.03 Million
7,493 New
7,493 $1 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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