A detailed history of Unique Wealth Strategies, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Unique Wealth Strategies, LLC holds 7,185 shares of JPM stock, worth $1.52 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares
7,185
Previous 7,185 -0.0%
Holding current value
$1.52 Million
Previous $1.44 Billion -0.0%
% of portfolio
0.67%
Previous 0.7%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024

BUY
$167.09 - $200.3 $149,712 - $179,468
896 Added 14.25%
7,185 $1.44 Billion
Q4 2023

Feb 05, 2024

BUY
$135.69 - $170.3 $853,354 - $1.07 Million
6,289 New
6,289 $1.07 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 $620B
  • 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 Unique Wealth Strategies, LLC Portfolio

Follow Unique Wealth Strategies, 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 Unique Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Unique Wealth Strategies, LLC with notifications on news.