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 30,418 shares of JPM stock, worth $6.46 Million. This represents 2.13% of its overall portfolio holdings.

Number of Shares
30,418
Previous 29,874 1.82%
Holding current value
$6.46 Million
Previous $5.08 Billion 19.9%
% of portfolio
2.13%
Previous 2.11%

Shares

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