A detailed history of Bennett Associates Wealth Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Bennett Associates Wealth Management holds 1,860 shares of JPM stock, worth $502,999. This represents 0.37% of its overall portfolio holdings.

Number of Shares
1,860
Previous 1,167 59.38%
Holding current value
$502,999
Previous $246 Million 81.19%
% of portfolio
0.37%
Previous 0.2%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025

BUY
$205.18 - $250.29 $142,189 - $173,450
693 Added 59.38%
1,860 $446 Million
Q3 2024

Nov 07, 2024

BUY
$194.9 - $224.8 $13,448 - $15,511
69 Added 6.28%
1,167 $246 Million
Q2 2024

Jul 16, 2024

BUY
$180.08 - $204.79 $197,727 - $224,859
1,098 New
1,098 $222 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 $793B
  • 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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