A detailed history of Uma Financial Services, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Uma Financial Services, Inc. holds 1,885 shares of JPM stock, worth $544,312. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,885
Previous 1,605 17.45%
Holding current value
$544,312
Previous $393,000 38.93%
% of portfolio
0.09%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 11, 2025

BUY
$210.28 - $289.91 $58,878 - $81,174
280 Added 17.45%
1,885 $546,000
Q1 2025

Apr 28, 2025

SELL
$225.19 - $279.95 $1,351 - $1,679
-6 Reduced 0.37%
1,605 $393,000
Q4 2024

Feb 12, 2025

BUY
$205.18 - $250.29 $14,362 - $17,520
70 Added 4.54%
1,611 $386,000
Q3 2024

Oct 16, 2024

BUY
$194.9 - $224.8 $41,903 - $48,332
215 Added 16.21%
1,541 $324,000
Q1 2024

Apr 17, 2024

BUY
$167.09 - $200.3 $221,561 - $265,597
1,326 New
1,326 $265,000

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 $847B
  • 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 Uma Financial Services, Inc. Portfolio

Follow Uma Financial Services, Inc. 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 Uma Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Uma Financial Services, Inc. with notifications on news.