A detailed history of Ball & CO Wealth Management Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Ball & CO Wealth Management Inc. holds 848 shares of JPM stock, worth $254,713. This represents 0.18% of its overall portfolio holdings.

Number of Shares
848
Previous 844 0.47%
Holding current value
$254,713
Previous $266,000 2.63%
% of portfolio
0.18%
Previous 0.18%

Shares

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

Jan 23, 2026

BUY
$294.11 - $320.41 $1,176 - $1,281
4 Added 0.47%
848 $273,000
Q3 2025

Oct 24, 2025

BUY
$282.78 - $316.06 $1,131 - $1,264
4 Added 0.48%
844 $266,000
Q2 2025

Jul 24, 2025

BUY
$210.28 - $289.91 $1,051 - $1,449
5 Added 0.6%
840 $243,000
Q1 2025

May 09, 2025

BUY
$225.19 - $279.95 $900 - $1,119
4 Added 0.48%
835 $204,000
Q4 2024

Feb 20, 2025

BUY
$205.18 - $250.29 $170,504 - $207,990
831 New
831 $199,000

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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