A detailed history of One Wealth Management Investment & Advisory Services, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, One Wealth Management Investment & Advisory Services, LLC holds 1,811 shares of JPM stock, worth $403,744. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,811
Previous 1,818 0.39%
Holding current value
$403,744
Previous $364 Million 0.59%
% of portfolio
0.15%
Previous 0.15%

Shares

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

Aug 06, 2024

SELL
$180.08 - $204.79 $1,260 - $1,433
-7 Reduced 0.39%
1,811 $366 Million
Q1 2024

May 14, 2024

BUY
$167.09 - $200.3 $7,184 - $8,612
43 Added 2.42%
1,818 $364 Million
Q4 2023

Jan 25, 2024

BUY
$135.69 - $170.3 $240,849 - $302,282
1,775 New
1,775 $302 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 $654B
  • 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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