A detailed history of Diversify Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 16,163 shares of JPM stock, worth $3.9 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
16,163
Previous 17,128 5.63%
Holding current value
$3.9 Million
Previous $3.34 Billion 8.17%
% of portfolio
0.35%
Previous 0.42%

Shares

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

Oct 25, 2024

SELL
$194.9 - $224.8 $188,078 - $216,932
-965 Reduced 5.63%
16,163 $3.61 Billion
Q2 2024

Aug 08, 2024

BUY
$180.08 - $204.79 $3.08 Million - $3.51 Million
17,128 New
17,128 $3.34 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 $708B
  • 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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