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 1,541 shares of JPM stock, worth $383,015. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,541
Previous 1,326 16.21%
Holding current value
$383,015
Previous $268,000 20.9%
% of portfolio
0.06%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $729B
  • 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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