A detailed history of Lord & Richards Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Lord & Richards Wealth Management, LLC holds 2,858 shares of JPM stock, worth $766,601. This represents 1.45% of its overall portfolio holdings.

Number of Shares
2,858
Holding current value
$766,601
% of portfolio
1.45%

Shares

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

Jan 30, 2025

BUY
$205.18 - $250.29 $586,404 - $715,328
2,858 New
2,858 $685 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 $787B
  • 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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