A detailed history of Silvia Mccoll Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Silvia Mccoll Wealth Management, LLC holds 5,828 shares of JPM stock, worth $1.43 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares
5,828
Previous 5,978 2.51%
Holding current value
$1.43 Million
Previous $1.21 Billion 1.64%
% of portfolio
0.92%
Previous 1.0%

Shares

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

Oct 02, 2024

SELL
$194.9 - $224.8 $29,235 - $33,720
-150 Reduced 2.51%
5,828 $1.23 Billion
Q1 2024

Apr 18, 2024

BUY
$167.09 - $200.3 $9,691 - $11,617
58 Added 0.98%
5,978 $1.17 Billion
Q4 2023

Jan 09, 2024

SELL
$135.69 - $170.3 $18,996 - $23,842
-140 Reduced 2.31%
5,920 $1.01 Billion
Q3 2023

Oct 17, 2023

SELL
$143.21 - $158.0 $79,911 - $88,164
-558 Reduced 8.43%
6,060 $879 Million
Q1 2023

Sep 05, 2023

BUY
$124.91 - $143.8 $26,231 - $30,198
210 Added 3.28%
6,618 $862 Million
Q4 2022

Sep 05, 2023

BUY
$101.96 - $137.84 $653,359 - $883,278
6,408 New
6,408 $859 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 $720B
  • 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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