A detailed history of Williams & Novak, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Williams & Novak, LLC holds 1,199 shares of JPM stock, worth $360,143. This represents 0.29% of its overall portfolio holdings.

Number of Shares
1,199
Previous 1,193 0.5%
Holding current value
$360,143
Previous $346 Million 9.35%
% of portfolio
0.29%
Previous 0.29%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025

BUY
$282.78 - $316.06 $1,696 - $1,896
6 Added 0.5%
1,199 $378 Million
Q2 2025

Jul 24, 2025

SELL
$210.28 - $289.91 $21,028 - $28,991
-100 Reduced 7.73%
1,193 $346 Million
Q1 2025

May 15, 2025

BUY
$225.19 - $279.95 $9,683 - $12,037
43 Added 3.44%
1,293 $315 Million
Q4 2024

Jan 22, 2025

SELL
$205.18 - $250.29 $237,803 - $290,086
-1,159 Reduced 48.11%
1,250 $300 Million
Q2 2024

Jul 12, 2024

BUY
$180.08 - $204.79 $433,812 - $493,339
2,409 New
2,409 $487 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 $881B
  • 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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