A detailed history of Talisman Wealth Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 7,324 shares of JPM stock, worth $1.56 Million. This represents 1.72% of its overall portfolio holdings.

Number of Shares
7,324
Previous 7,014 4.42%
Holding current value
$1.56 Million
Previous $1.4 Million 5.48%
% of portfolio
1.72%
Previous 1.77%

Shares

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

Aug 14, 2024

BUY
$180.08 - $204.79 $55,824 - $63,484
310 Added 4.42%
7,324 $1.48 Million
Q1 2024

May 15, 2024

SELL
$167.09 - $200.3 $7,853 - $9,414
-47 Reduced 0.67%
7,014 $1.4 Million
Q4 2023

Feb 13, 2024

SELL
$135.69 - $170.3 $78,428 - $98,433
-578 Reduced 7.57%
7,061 $1.2 Million
Q3 2023

Nov 13, 2023

SELL
$143.21 - $158.0 $6,730 - $7,426
-47 Reduced 0.61%
7,639 $1.11 Million
Q2 2023

Aug 10, 2023

BUY
$127.47 - $145.44 $764 - $872
6 Added 0.08%
7,686 $1.12 Million
Q1 2023

May 11, 2023

BUY
$124.91 - $143.8 $177,871 - $204,771
1,424 Added 22.76%
7,680 $1 Million
Q4 2022

Feb 15, 2023

BUY
$101.96 - $137.84 $637,861 - $862,327
6,256 New
6,256 $839,000

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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