A detailed history of Sarver Vrooman Wealth Advisors transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Sarver Vrooman Wealth Advisors holds 580 shares of JPM stock, worth $176,337. This represents 0.11% of its overall portfolio holdings.

Number of Shares
580
Previous 677 14.33%
Holding current value
$176,337
Previous $166 Million 1.25%
% of portfolio
0.11%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 09, 2025

SELL
$210.28 - $289.91 $20,397 - $28,121
-97 Reduced 14.33%
580 $168 Million
Q1 2025

Jul 08, 2025

BUY
$225.19 - $279.95 $152,453 - $189,526
677 New
677 $166 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 $892B
  • 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
Track This Portfolio

Track Sarver Vrooman Wealth Advisors Portfolio

Follow Sarver Vrooman Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sarver Vrooman Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Sarver Vrooman Wealth Advisors with notifications on news.