A detailed history of Monograph Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 938 shares of JPM stock, worth $247,857. This represents 0.03% of its overall portfolio holdings.

Number of Shares
938
Holding current value
$247,857
% of portfolio
0.03%

Shares

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

Feb 14, 2025

BUY
$205.18 - $250.29 $192,458 - $234,772
938 New
938 $224,000
Q1 2024

May 14, 2024

BUY
$167.09 - $200.3 $972,965 - $1.17 Million
5,823 New
5,823 $1.17 Million
Q3 2023

Nov 15, 2023

BUY
$143.21 - $158.0 $2.44 Million - $2.69 Million
17,040 New
17,040 $2.47 Million

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 $775B
  • 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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