A detailed history of World Equity Group, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, World Equity Group, Inc. holds 6,658 shares of JPM stock, worth $1.5 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
6,658
Previous 14,442 53.9%
Holding current value
$1.5 Million
Previous $2.92 Billion 51.93%
% of portfolio
0.51%
Previous 0.87%

Shares

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

Oct 29, 2024

SELL
$194.9 - $224.8 $1.52 Million - $1.75 Million
-7,784 Reduced 53.9%
6,658 $1.4 Billion
Q2 2024

Jul 18, 2024

SELL
$180.08 - $204.79 $689,886 - $784,550
-3,831 Reduced 20.97%
14,442 $2.92 Billion
Q1 2024

Jul 18, 2024

BUY
$167.09 - $200.3 $3.05 Million - $3.66 Million
18,273 New
18,273 $3.66 Billion
Q4 2023

Jul 22, 2024

BUY
$135.69 - $170.3 $29,037 - $36,444
214 Added 1.2%
18,043 $3.07 Billion
Q3 2023

Jul 22, 2024

BUY
$143.21 - $158.0 $485,052 - $535,146
3,387 Added 23.45%
17,829 $2.59 Billion
Q2 2023

Aug 26, 2024

SELL
$127.47 - $145.44 $2.84 Million - $3.24 Million
-22,293 Reduced 56.19%
17,384 $2.53 Billion
Q1 2023

Aug 26, 2024

BUY
$124.91 - $143.8 $3.15 Million - $3.63 Million
25,235 Added 174.73%
39,677 $1.66 Billion
Q4 2022

Sep 06, 2024

BUY
$101.96 - $137.84 $45,372 - $61,338
445 Added 2.72%
16,805 $2.25 Billion
Q3 2022

Sep 06, 2024

BUY
$20.73 - $120.58 $39,760 - $231,272
1,918 Added 13.28%
16,360 $1.71 Billion
Q2 2022

Sep 06, 2024

SELL
$112.61 - $135.91 $10,697 - $12,911
-95 Reduced 0.72%
13,033 $1.47 Billion
Q1 2022

Sep 06, 2024

SELL
$128.3 - $168.44 $168,586 - $221,330
-1,314 Reduced 9.1%
13,128 $1.79 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 $659B
  • 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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