A detailed history of Iams Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Iams Wealth Management, LLC holds 11,737 shares of JPM stock, worth $2.6 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares
11,737
Previous 11,342 3.48%
Holding current value
$2.6 Million
Previous $2.29 Billion 7.89%
% of portfolio
1.21%
Previous 1.26%

Shares

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

Oct 11, 2024

BUY
$194.9 - $224.8 $76,985 - $88,796
395 Added 3.48%
11,737 $2.48 Billion
Q2 2024

Aug 05, 2024

BUY
$180.08 - $204.79 $99,404 - $113,044
552 Added 5.12%
11,342 $2.29 Billion
Q1 2024

Apr 18, 2024

SELL
$167.09 - $200.3 $150,213 - $180,069
-899 Reduced 7.69%
10,790 $1.99 Billion
Q4 2023

Feb 07, 2024

SELL
$135.69 - $170.3 $109,230 - $137,091
-805 Reduced 6.44%
11,689 $1.99 Billion
Q3 2023

Nov 14, 2023

BUY
$143.21 - $158.0 $1.79 Million - $1.97 Million
12,494 New
12,494 $1.81 Billion
Q1 2023

Oct 30, 2023

BUY
$124.91 - $143.8 $439,433 - $505,888
3,518 Added 46.37%
11,104 $1.43 Billion
Q4 2022

Oct 27, 2023

BUY
$101.96 - $137.84 $773,468 - $1.05 Million
7,586 New
7,586 $1.02 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 $651B
  • 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 Iams Wealth Management, LLC Portfolio

Follow Iams Wealth Management, 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 Iams Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iams Wealth Management, LLC with notifications on news.