A detailed history of Wealth Management Solutions, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wealth Management Solutions, LLC holds 2,778 shares of JPM stock, worth $675,526. This represents 0.28% of its overall portfolio holdings.

Number of Shares
2,778
Previous 2,770 0.29%
Holding current value
$675,526
Previous $402,000 -0.0%
% of portfolio
0.28%
Previous 0.26%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 25, 2023

BUY
$143.21 - $158.0 $1,145 - $1,264
8 Added 0.29%
2,778 $402,000
Q2 2023

Aug 03, 2023

BUY
$127.47 - $145.44 $16,571 - $18,907
130 Added 4.92%
2,770 $402,000
Q1 2023

May 05, 2023

BUY
$124.91 - $143.8 $10,367 - $11,935
83 Added 3.25%
2,640 $344,000
Q4 2022

Feb 09, 2023

BUY
$101.96 - $137.84 $260,711 - $352,456
2,557 New
2,557 $342,000

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 $713B
  • 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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