A detailed history of Olistico Wealth, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Olistico Wealth, LLC holds 5,575 shares of JPM stock, worth $1.23 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
5,575
Previous 6,367 12.44%
Holding current value
$1.23 Million
Previous $1.29 Billion 8.72%
% of portfolio
0.72%
Previous 0.82%

Shares

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

Oct 08, 2024

SELL
$194.9 - $224.8 $154,360 - $178,041
-792 Reduced 12.44%
5,575 $1.18 Billion
Q2 2024

Jul 09, 2024

SELL
$180.08 - $204.79 $56,365 - $64,099
-313 Reduced 4.69%
6,367 $1.29 Billion
Q1 2024

Apr 24, 2024

SELL
$167.09 - $200.3 $182,963 - $219,328
-1,095 Reduced 14.08%
6,680 $1.34 Billion
Q4 2023

Feb 12, 2024

BUY
$135.69 - $170.3 $23,067 - $28,951
170 Added 2.24%
7,775 $1.32 Billion
Q3 2023

Oct 18, 2023

SELL
$143.21 - $158.0 $14,321 - $15,800
-100 Reduced 1.3%
7,605 $1.1 Billion
Q2 2023

Jul 25, 2023

BUY
$127.47 - $145.44 $18,993 - $21,670
149 Added 1.97%
7,705 $1.12 Billion
Q1 2023

May 11, 2023

BUY
$124.91 - $143.8 $33,101 - $38,107
265 Added 3.63%
7,556 $985 Million
Q4 2022

Feb 02, 2023

BUY
$101.96 - $137.84 $743,390 - $1 Million
7,291 New
7,291 $978 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 $650B
  • 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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