A detailed history of Rockline Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Rockline Wealth Management, LLC holds 31,963 shares of JPM stock, worth $7.59 Million. This represents 1.9% of its overall portfolio holdings.

Number of Shares
31,963
Previous 31,191 2.48%
Holding current value
$7.59 Million
Previous $6.31 Billion 6.83%
% of portfolio
1.9%
Previous 1.95%

Shares

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

Oct 17, 2024

BUY
$194.9 - $224.8 $150,462 - $173,545
772 Added 2.48%
31,963 $6.74 Billion
Q2 2024

Aug 01, 2024

BUY
$180.08 - $204.79 $139,201 - $158,302
773 Added 2.54%
31,191 $6.31 Billion
Q1 2024

May 01, 2024

BUY
$167.09 - $200.3 $90,896 - $108,963
544 Added 1.82%
30,418 $6.09 Billion
Q4 2023

Jan 12, 2024

BUY
$135.69 - $170.3 $4.05 Million - $5.09 Million
29,874 New
29,874 $5.08 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 $697B
  • 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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