A detailed history of Williamson Legacy Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Williamson Legacy Group, LLC holds 4,934 shares of JPM stock, worth $1.17 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
4,934
Previous 3,655 34.99%
Holding current value
$1.17 Million
Previous $739 Million 40.74%
% of portfolio
0.7%
Previous 0.55%

Shares

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

Nov 12, 2024

BUY
$194.9 - $224.8 $249,277 - $287,519
1,279 Added 34.99%
4,934 $1.04 Billion
Q2 2024

Aug 14, 2024

BUY
$180.08 - $204.79 $104,626 - $118,982
581 Added 18.9%
3,655 $739 Million
Q1 2024

May 14, 2024

BUY
$167.09 - $200.3 $513,634 - $615,722
3,074 New
3,074 $616 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 $697B
  • 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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