A detailed history of Werba Rubin Papier Wealth Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Werba Rubin Papier Wealth Management holds 4,763 shares of JPM stock, worth $1.05 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
4,763
Previous 4,387 8.57%
Holding current value
$1.05 Million
Previous $887 Million 13.2%
% of portfolio
0.24%
Previous 0.24%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

BUY
$194.9 - $224.8 $73,282 - $84,524
376 Added 8.57%
4,763 $1 Billion
Q2 2024

Aug 06, 2024

SELL
$180.08 - $204.79 $134,879 - $153,387
-749 Reduced 14.58%
4,387 $887 Million
Q1 2024

Apr 30, 2024

SELL
$167.09 - $200.3 $103,595 - $124,186
-620 Reduced 10.77%
5,136 $1.03 Billion
Q4 2023

Jan 22, 2024

BUY
$135.69 - $170.3 $18,725 - $23,501
138 Added 2.46%
5,756 $979 Million
Q3 2023

Nov 06, 2023

BUY
$143.21 - $158.0 $859 - $948
6 Added 0.11%
5,618 $815 Million
Q2 2023

Jul 24, 2023

BUY
$127.47 - $145.44 $22,307 - $25,452
175 Added 3.22%
5,612 $816 Million
Q1 2023

Apr 26, 2023

BUY
$124.91 - $143.8 $33,350 - $38,394
267 Added 5.16%
5,437 $708 Million
Q4 2022

Mar 28, 2023

BUY
$101.96 - $137.84 $527,133 - $712,632
5,170 New
5,170 $693 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 $645B
  • 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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