A detailed history of Windsor Advisory Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Windsor Advisory Group, LLC holds 8,227 shares of JPM stock, worth $2 Million. This represents 1.96% of its overall portfolio holdings.

Number of Shares
8,227
Holding current value
$2 Million
% of portfolio
1.96%

Shares

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

Nov 14, 2024

BUY
$194.9 - $224.8 $1.6 Million - $1.85 Million
8,227 New
8,227 $1.73 Billion
Q4 2022

Jun 13, 2023

BUY
$101.96 - $137.84 $275,495 - $372,443
2,702 New
2,702 $362 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 $713B
  • 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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