A detailed history of Delos Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Delos Wealth Advisors, LLC holds 30 shares of JPM stock, worth $7,269. This represents 0.01% of its overall portfolio holdings.

Number of Shares
30
Previous 165 81.82%
Holding current value
$7,269
Previous $33,000 81.82%
% of portfolio
0.01%
Previous 0.03%

Shares

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

Nov 15, 2024

SELL
$194.9 - $224.8 $26,311 - $30,348
-135 Reduced 81.82%
30 $6,000
Q1 2024

May 09, 2024

SELL
$167.09 - $200.3 $8,020 - $9,614
-48 Reduced 22.54%
165 $33,000
Q1 2023

May 15, 2023

SELL
$124.91 - $143.8 $36,473 - $41,989
-292 Reduced 57.82%
213 $27,000
Q3 2022

Nov 15, 2022

BUY
$20.73 - $120.58 $2,052 - $11,937
99 Added 24.38%
505 $53,000
Q4 2021

Feb 14, 2022

BUY
$153.94 - $171.78 $62,037 - $69,227
403 Added 13433.33%
406 $64,000
Q3 2021

Nov 12, 2021

BUY
$146.97 - $166.98 $440 - $500
3 New
3 $0

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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