A detailed history of Wisconsin Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wisconsin Wealth Advisors, LLC holds 2,276 shares of JPM stock, worth $703,693. This represents 0.68% of its overall portfolio holdings.

Number of Shares
2,276
Previous 2,213 2.85%
Holding current value
$703,693
Previous $642 Million 11.9%
% of portfolio
0.68%
Previous 0.74%

Shares

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

Oct 06, 2025

BUY
$282.78 - $316.06 $17,815 - $19,911
63 Added 2.85%
2,276 $718 Million
Q2 2025

Aug 12, 2025

BUY
$210.28 - $289.91 $76,331 - $105,237
363 Added 19.62%
2,213 $642 Million
Q1 2025

Aug 12, 2025

BUY
$225.19 - $279.95 $8,332 - $10,358
37 Added 2.04%
1,850 $454 Million
Q4 2024

Aug 12, 2025

BUY
$205.18 - $250.29 $371,991 - $453,775
1,813 New
1,813 $435 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 $907B
  • 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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