A detailed history of Wealth Spring Partners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wealth Spring Partners, LLC holds 6,740 shares of JPM stock, worth $1.62 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares
6,740
Previous 7,088 4.91%
Holding current value
$1.62 Million
Previous $1.03 Billion 5.17%
% of portfolio
0.73%
Previous 0.75%

Shares

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

Nov 02, 2023

SELL
$143.21 - $158.0 $49,837 - $54,984
-348 Reduced 4.91%
6,740 $978 Million
Q2 2023

Aug 03, 2023

SELL
$127.47 - $145.44 $2,549 - $2,908
-20 Reduced 0.28%
7,088 $1.03 Billion
Q1 2023

May 03, 2023

SELL
$124.91 - $143.8 $26,980 - $31,060
-216 Reduced 2.95%
7,108 $926 Million
Q4 2022

Feb 09, 2023

SELL
$101.96 - $137.84 $18,760 - $25,362
-184 Reduced 2.45%
7,324 $982 Million
Q3 2022

Feb 08, 2023

BUY
$20.73 - $120.58 $155,640 - $905,314
7,508 New
7,508 $785 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 $706B
  • 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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