A detailed history of Up Strategic Wealth Investment Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Up Strategic Wealth Investment Advisors LLC holds 4,144 shares of JPM stock, worth $984,614. This represents 0.98% of its overall portfolio holdings.

Number of Shares
4,144
Previous 3,545 16.9%
Holding current value
$984,614
Previous $717 Million 21.87%
% of portfolio
0.98%
Previous 1.09%

Shares

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

Nov 14, 2024

BUY
$194.9 - $224.8 $116,745 - $134,655
599 Added 16.9%
4,144 $874 Million
Q2 2024

Aug 12, 2024

BUY
$180.08 - $204.79 $31,514 - $35,838
175 Added 5.19%
3,545 $717 Million
Q4 2023

Feb 13, 2024

BUY
$135.69 - $170.3 $457,275 - $573,911
3,370 New
3,370 $573 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 $697B
  • 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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