A detailed history of True Wealth Design, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, True Wealth Design, LLC holds 234 shares of JPM stock, worth $57,273. This represents 0.02% of its overall portfolio holdings.

Number of Shares
234
Previous 334 29.94%
Holding current value
$57,273
Previous $67.5 Million 26.99%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 14, 2024

SELL
$194.9 - $224.8 $19,490 - $22,480
-100 Reduced 29.94%
234 $49.3 Million
Q1 2024

May 14, 2024

SELL
$167.09 - $200.3 $8,855 - $10,615
-53 Reduced 13.7%
334 $66.8 Million
Q4 2023

Feb 14, 2024

BUY
$135.69 - $170.3 $4,477 - $5,619
33 Added 9.32%
387 $65.8 Million
Q3 2023

Nov 13, 2023

SELL
$143.21 - $158.0 $30,217 - $33,338
-211 Reduced 37.35%
354 $51.3 Million
Q2 2023

Aug 14, 2023

SELL
$127.47 - $145.44 $8,667 - $9,889
-68 Reduced 10.74%
565 $82.1 Million
Q1 2023

May 12, 2023

BUY
$124.91 - $143.8 $8,493 - $9,778
68 Added 12.04%
633 $82.4 Million
Q4 2022

Feb 15, 2023

BUY
$101.96 - $137.84 $57,607 - $77,879
565 New
565 $75.7 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 $718B
  • 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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