Wealthgate Family Office, LLC Jpmorgan Chase & CO Transaction History

Wealthgate Family Office, LLC

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 04, 2022	BUY	$112.61 - $135.91 $265,759 - $320,747	2,360 New	2,360 $266,000
Q2 2021 Aug 11, 2021	SELL	$147.37 - $166.44 $485,584 - $548,419	-3,295 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$96.54 - $127.07 $318,099 - $418,695	3,295 New	3,295 $419,000

4,615

1.96B

29.8M

35.7M

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $732B
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 ...

Get notified when there are updates to the investment portfolio of Wealthgate Family Office, LLC, based on Form 13F filings with the SEC.

Stay updated on Wealthgate Family Office, LLC with notifications on news.