A detailed history of Optivise Advisory Services LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Optivise Advisory Services LLC holds 2,065 shares of JPM stock, worth $534,401. This represents 0.27% of its overall portfolio holdings.

Number of Shares
2,065
Previous 2,408 14.24%
Holding current value
$534,401
Previous $508 Million 2.51%
% of portfolio
0.27%
Previous 0.27%

Shares

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

Feb 13, 2025

SELL
$205.18 - $250.29 $70,376 - $85,849
-343 Reduced 14.24%
2,065 $495 Million
Q3 2024

Nov 12, 2024

BUY
$194.9 - $224.8 $469,319 - $541,318
2,408 New
2,408 $508 Million
Q2 2024

Nov 14, 2024

SELL
$180.08 - $204.79 $32,594 - $37,066
-181 Reduced 7.52%
2,227 $450 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 $759B
  • 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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