A detailed history of Royal Capital Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Royal Capital Wealth Management, LLC holds 20,867 shares of JPM stock, worth $4.39 Million. This represents 3.25% of its overall portfolio holdings.

Number of Shares
20,867
Previous 20,499 1.8%
Holding current value
$4.39 Million
Previous $4.11 Million 2.8%
% of portfolio
3.25%
Previous 3.31%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$180.08 - $204.79 $66,269 - $75,362
368 Added 1.8%
20,867 $4.22 Million
Q1 2024

May 15, 2024

BUY
$167.09 - $200.3 $11,696 - $14,021
70 Added 0.34%
20,499 $4.11 Million
Q4 2023

Feb 07, 2024

BUY
$135.69 - $170.3 $11,397 - $14,305
84 Added 0.41%
20,429 $3.47 Million
Q3 2023

Nov 14, 2023

SELL
$143.21 - $158.0 $91,511 - $100,962
-639 Reduced 3.05%
20,345 $2.95 Million
Q2 2023

Aug 11, 2023

BUY
$127.47 - $145.44 $10,707 - $12,216
84 Added 0.4%
20,984 $3.05 Million
Q1 2023

May 12, 2023

BUY
$124.91 - $143.8 $91,683 - $105,549
734 Added 3.64%
20,900 $2.72 Million
Q4 2022

Feb 14, 2023

BUY
$101.96 - $137.84 $8,768 - $11,854
86 Added 0.43%
20,166 $2.7 Million
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $6,654 - $38,706
321 Added 1.62%
20,080 $2.1 Million
Q2 2022

Aug 16, 2022

BUY
$112.61 - $135.91 $9,797 - $11,824
87 Added 0.44%
19,759 $2.23 Million
Q1 2022

May 12, 2022

BUY
$128.3 - $168.44 $9,109 - $11,959
71 Added 0.36%
19,672 $2.68 Million
Q4 2021

Feb 15, 2022

BUY
$153.94 - $171.78 $3.02 Million - $3.37 Million
19,601 New
19,601 $3.1 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 $617B
  • 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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