A detailed history of Wmg Financial Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wmg Financial Advisors, LLC holds 2,688 shares of JPM stock, worth $671,435. This represents 0.27% of its overall portfolio holdings.

Number of Shares
2,688
Previous 2,531 6.2%
Holding current value
$671,435
Previous $511,000 10.76%
% of portfolio
0.27%
Previous 0.29%

Shares

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

Oct 31, 2024

BUY
$194.9 - $224.8 $30,599 - $35,293
157 Added 6.2%
2,688 $566,000
Q2 2024

Jul 30, 2024

BUY
$180.08 - $204.79 $14,586 - $16,587
81 Added 3.31%
2,531 $511,000
Q1 2024

May 07, 2024

BUY
$167.09 - $200.3 $114,957 - $137,806
688 Added 39.05%
2,450 $490,000
Q4 2023

Feb 08, 2024

SELL
$135.69 - $170.3 $78,021 - $97,922
-575 Reduced 24.6%
1,762 $299,000
Q2 2023

Aug 03, 2023

BUY
$127.47 - $145.44 $127,087 - $145,003
997 Added 74.4%
2,337 $339,000
Q1 2023

Apr 18, 2023

SELL
$124.91 - $143.8 $111,919 - $128,844
-896 Reduced 40.07%
1,340 $174,000
Q4 2022

Feb 10, 2023

SELL
$101.96 - $137.84 $203 - $275
-2 Reduced 0.09%
2,236 $299,000
Q3 2022

Oct 18, 2022

SELL
$20.73 - $120.58 $1,762 - $10,249
-85 Reduced 3.66%
2,238 $235,000
Q2 2022

Aug 08, 2022

SELL
$112.61 - $135.91 $27,589 - $33,297
-245 Reduced 9.54%
2,323 $264,000
Q1 2022

Apr 18, 2022

BUY
$128.3 - $168.44 $35,025 - $45,984
273 Added 11.9%
2,568 $350,000
Q4 2021

Feb 14, 2022

BUY
$153.94 - $171.78 $353,292 - $394,235
2,295 New
2,295 $362,000

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 $733B
  • 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
Track This Portfolio

Track Wmg Financial Advisors, LLC Portfolio

Follow Wmg Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wmg Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wmg Financial Advisors, LLC with notifications on news.