A detailed history of Tred Avon Family Wealth, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Tred Avon Family Wealth, LLC holds 14,297 shares of JPM stock, worth $4.35 Million. This represents 1.55% of its overall portfolio holdings.

Number of Shares
14,297
Holding current value
$4.35 Million
% of portfolio
1.55%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025

BUY
$282.78 - $316.06 $4.04 Million - $4.52 Million
14,297 New
14,297 $4.51 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 $892B
  • 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
Track This Portfolio

Track Tred Avon Family Wealth, LLC Portfolio

Follow Tred Avon Family Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tred Avon Family Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tred Avon Family Wealth, LLC with notifications on news.