A detailed history of Vsm Wealth Advisory, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Vsm Wealth Advisory, LLC holds 2,963 shares of JPM stock, worth $921,848. This represents 0.28% of its overall portfolio holdings.

Number of Shares
2,963
Previous 2,888 2.6%
Holding current value
$921,848
Previous $708 Million 21.24%
% of portfolio
0.28%
Previous 0.25%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025

BUY
$210.28 - $289.91 $15,771 - $21,743
75 Added 2.6%
2,963 $859 Million
Q1 2025

May 05, 2025

SELL
$225.19 - $279.95 $44,812 - $55,710
-199 Reduced 6.45%
2,888 $708 Million
Q4 2024

Feb 10, 2025

BUY
$205.18 - $250.29 $633,390 - $772,645
3,087 New
3,087 $740 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 $913B
  • 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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