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 1,392 shares of JPM stock, worth $347,707. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,392
Previous 1,532 9.14%
Holding current value
$347,707
Previous $309,000 5.18%
% of portfolio
0.1%
Previous 0.11%

Shares

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

Nov 07, 2024

SELL
$194.9 - $224.8 $27,286 - $31,472
-140 Reduced 9.14%
1,392 $293,000
Q2 2024

Aug 06, 2024

SELL
$180.08 - $204.79 $34,035 - $38,705
-189 Reduced 10.98%
1,532 $309,000
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 $733B
  • 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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