A detailed history of Tcfg Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Tcfg Wealth Management, LLC holds 3,600 shares of JPM stock, worth $962,280. This represents 0.43% of its overall portfolio holdings.

Number of Shares
3,600
Previous 3,734 3.59%
Holding current value
$962,280
Previous $787 Million 9.6%
% of portfolio
0.43%
Previous 0.4%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025

SELL
$205.18 - $250.29 $27,494 - $33,538
-134 Reduced 3.59%
3,600 $863 Million
Q3 2024

Oct 15, 2024

BUY
$194.9 - $224.8 $727,756 - $839,403
3,734 New
3,734 $787 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 $784B
  • 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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