A detailed history of Aventura Private Wealth, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Aventura Private Wealth, LLC holds 5,203 shares of JPM stock, worth $1.56 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
5,203
Holding current value
$1.56 Million
% of portfolio
0.6%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026

BUY
$294.11 - $320.41 $1.53 Million - $1.67 Million
5,203 New
5,203 $1.68 Billion
Q3 2025

Jan 07, 2026

BUY
$282.78 - $316.06 $102,649 - $114,729
363 Added 7.91%
4,952 $1.56 Billion
Q2 2025

Jan 07, 2026

SELL
$210.28 - $289.91 $5,677 - $7,827
-27 Reduced 0.58%
4,589 $1.33 Billion
Q1 2025

Jan 07, 2026

SELL
$225.19 - $279.95 $132,186 - $164,330
-587 Reduced 11.28%
4,616 $1.13 Billion
Q4 2024

Jan 07, 2026

SELL
$205.18 - $250.29 $185,687 - $226,512
-905 Reduced 17.39%
4,298 $1.03 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 $881B
  • 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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