A detailed history of Smart Wealth LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Smart Wealth LLC holds 3,938 shares of JPM stock, worth $954,216. This represents 0.33% of its overall portfolio holdings.

Number of Shares
3,938
Previous 1,452 171.21%
Holding current value
$954,216
Previous $294 Million 182.74%
% of portfolio
0.33%
Previous 0.12%

Shares

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

Dec 13, 2024

BUY
$194.9 - $224.8 $484,521 - $558,852
2,486 Added 171.21%
3,938 $830 Million
Q2 2024

Dec 13, 2024

BUY
$180.08 - $204.79 $47,000 - $53,450
261 Added 21.91%
1,452 $294 Million
Q4 2023

Dec 13, 2024

BUY
$135.69 - $170.3 $161,606 - $202,827
1,191 New
1,191 $203 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 $711B
  • 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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