A detailed history of West Wealth Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, West Wealth Group, LLC holds 1,276 shares of JPM stock, worth $265,152. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,276
Previous 1,272 0.31%
Holding current value
$265,152
Previous $216,000 18.06%
% of portfolio
0.1%
Previous 0.09%

Shares

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

May 08, 2024

BUY
$167.09 - $200.3 $668 - $801
4 Added 0.31%
1,276 $255,000
Q4 2023

Jan 18, 2024

BUY
$135.69 - $170.3 $172,597 - $216,621
1,272 New
1,272 $216,000
Q1 2022

May 05, 2022

SELL
$128.3 - $168.44 $188,729 - $247,775
-1,471 Closed
0 $0
Q4 2021

May 05, 2022

BUY
$153.94 - $171.78 $226,445 - $252,688
1,471 New
1,471 $233,000

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 $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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