A detailed history of Us Advisors Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 1,721 shares of JPM stock, worth $357,331. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,721
Previous 1,546 11.32%
Holding current value
$357,331
Previous $263,000 30.42%
% of portfolio
0.13%
Previous 0.11%

Shares

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

May 02, 2024

BUY
$167.09 - $200.3 $29,240 - $35,052
175 Added 11.32%
1,721 $343,000
Q4 2023

Feb 12, 2024

BUY
$135.69 - $170.3 $209,776 - $263,283
1,546 New
1,546 $263,000

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 $609B
  • 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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