A detailed history of Robinson Smith Wealth Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Robinson Smith Wealth Advisors LLC holds 3,016 shares of JPM stock, worth $754,874. This represents 0.54% of its overall portfolio holdings.

Number of Shares
3,016
Previous 4,182 27.88%
Holding current value
$754,874
Previous $846 Million 24.81%
% of portfolio
0.54%
Previous 0.74%

Shares

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

Nov 08, 2024

SELL
$194.9 - $224.8 $227,253 - $262,116
-1,166 Reduced 27.88%
3,016 $636 Million
Q2 2024

Jul 30, 2024

BUY
$180.08 - $204.79 $181,160 - $206,018
1,006 Added 31.68%
4,182 $846 Million
Q1 2024

Apr 25, 2024

SELL
$167.09 - $200.3 $147,206 - $176,464
-881 Reduced 21.72%
3,176 $636 Million
Q4 2023

Feb 12, 2024

BUY
$135.69 - $170.3 $550,494 - $690,907
4,057 New
4,057 $690 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 $734B
  • 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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