A detailed history of Discipline Wealth Solutions, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 4,097 shares of JPM stock, worth $1.06 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
4,097
Previous 3,699 10.76%
Holding current value
$1.06 Million
Previous $779,000 26.06%
% of portfolio
0.48%
Previous 0.43%

Shares

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

Feb 26, 2025

BUY
$205.18 - $250.29 $81,661 - $99,615
398 Added 10.76%
4,097 $982,000
Q3 2024

Nov 19, 2024

BUY
$194.9 - $224.8 $720,935 - $831,535
3,699 New
3,699 $779,000

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 $760B
  • 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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