A detailed history of Trajan Wealth LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Trajan Wealth LLC holds 49,439 shares of JPM stock, worth $11.8 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares
49,439
Previous 47,037 5.11%
Holding current value
$11.8 Million
Previous $9.51 Billion 9.58%
% of portfolio
0.61%
Previous 0.61%

Shares

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

Oct 25, 2024

BUY
$194.9 - $224.8 $468,149 - $539,969
2,402 Added 5.11%
49,439 $10.4 Billion
Q2 2024

Jul 26, 2024

BUY
$180.08 - $204.79 $361,060 - $410,603
2,005 Added 4.45%
47,037 $9.51 Billion
Q1 2024

May 14, 2024

BUY
$167.09 - $200.3 $7.52 Million - $9.02 Million
45,032 New
45,032 $9.02 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 $699B
  • 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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