A detailed history of Steward Partners Investment Solutions, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Steward Partners Investment Solutions, LLC holds 51,081 shares of JPM stock, worth $12.2 Million. This represents 1.72% of its overall portfolio holdings.

Number of Shares
51,081
Previous 23,836 114.3%
Holding current value
$12.2 Million
Previous $4.05 Billion 152.35%
% of portfolio
1.72%
Previous 1.69%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

BUY
$167.09 - $200.3 $4.55 Million - $5.46 Million
27,245 Added 114.3%
51,081 $10.2 Billion
Q4 2023

Feb 13, 2024

BUY
$135.69 - $170.3 $3.23 Million - $4.06 Million
23,836 New
23,836 $4.05 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 $703B
  • 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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