A detailed history of World Equity Group, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, World Equity Group, Inc. holds 14,442 shares of JPM stock, worth $2.95 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares
14,442
Previous 18,273 20.97%
Holding current value
$2.95 Million
Previous $3.66 Billion 20.23%
% of portfolio
0.87%
Previous 0.75%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024

SELL
$180.08 - $204.79 $689,886 - $784,550
-3,831 Reduced 20.97%
14,442 $2.92 Billion
Q1 2024

Jul 18, 2024

BUY
$167.09 - $200.3 $3.05 Million - $3.66 Million
18,273 New
18,273 $3.66 Billion
Q4 2023

Jul 22, 2024

BUY
$135.69 - $170.3 $29,037 - $36,444
214 Added 1.2%
18,043 $3.07 Billion
Q3 2023

Jul 22, 2024

BUY
$143.21 - $158.0 $485,052 - $535,146
3,387 Added 23.45%
17,829 $2.59 Billion
Q2 2023

Aug 26, 2024

SELL
$127.47 - $145.44 $2.84 Million - $3.24 Million
-22,293 Reduced 56.19%
17,384 $2.53 Billion
Q1 2023

Aug 26, 2024

BUY
$124.91 - $143.8 $3.15 Million - $3.63 Million
25,235 Added 174.73%
39,677 $1.66 Billion
Q4 2022

Sep 06, 2024

BUY
$101.96 - $137.84 $45,372 - $61,338
445 Added 2.72%
16,805 $2.25 Billion
Q3 2022

Sep 06, 2024

BUY
$20.73 - $120.58 $39,760 - $231,272
1,918 Added 13.28%
16,360 $1.71 Billion
Q2 2022

Sep 06, 2024

SELL
$112.61 - $135.91 $10,697 - $12,911
-95 Reduced 0.72%
13,033 $1.47 Billion
Q1 2022

Sep 06, 2024

SELL
$128.3 - $168.44 $168,586 - $221,330
-1,314 Reduced 9.1%
13,128 $1.79 Billion

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 $599B
  • 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 World Equity Group, Inc. Portfolio

Follow World Equity Group, Inc. 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 World Equity Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on World Equity Group, Inc. with notifications on news.