A detailed history of Zrc Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 3,280 shares of JPM stock, worth $815,244. This represents 0.3% of its overall portfolio holdings.

Number of Shares
3,280
Previous 3,279 0.03%
Holding current value
$815,244
Previous $663 Million 4.27%
% of portfolio
0.3%
Previous 0.31%

Shares

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

Oct 04, 2024

BUY
$194.9 - $224.8 $194 - $224
1 Added 0.03%
3,280 $692 Million
Q2 2024

Jul 08, 2024

BUY
$180.08 - $204.79 $180 - $204
1 Added 0.03%
3,279 $663 Million
Q1 2024

Apr 19, 2024

SELL
$167.09 - $200.3 $2,840 - $3,405
-17 Reduced 0.52%
3,278 $657 Million
Q4 2023

Jan 16, 2024

BUY
$135.69 - $170.3 $347,366 - $435,968
2,560 Added 348.3%
3,295 $478 Million
Q3 2023

Oct 10, 2023

BUY
$143.21 - $158.0 $143 - $158
1 Added 0.14%
735 $107 Million
Q1 2023

May 04, 2023

BUY
$124.91 - $143.8 $91,683 - $105,549
734 New
734 $95.6 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 $729B
  • 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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