A detailed history of Mosaic Family Wealth Partners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 6,890 shares of JPM stock, worth $1.55 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
6,890
Previous 6,832 0.85%
Holding current value
$1.55 Million
Previous $1.37 Billion 1.84%
% of portfolio
0.22%
Previous 0.23%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024

BUY
$180.08 - $204.79 $10,444 - $11,877
58 Added 0.85%
6,890 $1.39 Billion
Q1 2024

Jun 13, 2024

BUY
$167.09 - $200.3 $120,973 - $145,017
724 Added 11.85%
6,832 $1.37 Billion
Q4 2023

Jan 29, 2024

BUY
$135.69 - $170.3 $70,423 - $88,385
519 Added 9.29%
6,108 $1.04 Billion
Q3 2023

Nov 01, 2023

BUY
$143.21 - $158.0 $3,007 - $3,318
21 Added 0.38%
5,589 $811 Million
Q2 2023

Aug 08, 2023

SELL
$127.47 - $145.44 $1,274 - $1,454
-10 Reduced 0.18%
5,568 $809 Million
Q1 2023

Apr 10, 2023

SELL
$124.91 - $143.8 $4,996 - $5,752
-40 Reduced 0.71%
5,578 $727 Million
Q4 2022

Feb 14, 2023

BUY
$101.96 - $137.84 $572,811 - $774,385
5,618 New
5,618 $753 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 $659B
  • 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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