A detailed history of Solano Wealth Management, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Solano Wealth Management, Inc. holds 1,850 shares of JPM stock, worth $412,365. This represents 0.2% of its overall portfolio holdings.

Number of Shares
1,850
Previous 2,366 21.81%
Holding current value
$412,365
Previous $474 Million 21.01%
% of portfolio
0.2%
Previous 0.27%

Shares

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

Jul 30, 2024

SELL
$180.08 - $204.79 $92,921 - $105,671
-516 Reduced 21.81%
1,850 $374 Million
Q1 2024

May 15, 2024

BUY
$167.09 - $200.3 $501 - $600
3 Added 0.13%
2,366 $474 Million
Q4 2023

Feb 06, 2024

BUY
$135.69 - $170.3 $320,635 - $402,418
2,363 New
2,363 $402 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 $654B
  • 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 Solano Wealth Management, Inc. Portfolio

Follow Solano Wealth Management, 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 Solano Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Solano Wealth Management, Inc. with notifications on news.