A detailed history of Wellington Wealth Strategies, Llc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wellington Wealth Strategies, Llc. holds 3,567 shares of JPM stock, worth $741,222. This represents 0.33% of its overall portfolio holdings.

Number of Shares
3,567
Previous 6,732 47.01%
Holding current value
$741,222
Previous $1.15 Billion 37.61%
% of portfolio
0.33%
Previous 0.97%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

SELL
$167.09 - $200.3 $528,839 - $633,949
-3,165 Reduced 47.01%
3,567 $714 Million
Q4 2020

Feb 14, 2024

BUY
$96.54 - $127.07 $649,907 - $855,435
6,732 New
6,732 $1.15 Billion

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 $610B
  • 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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