A detailed history of Pines Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Pines Wealth Management, LLC holds 19,992 shares of JPM stock, worth $5.04 Million. This represents 2.09% of its overall portfolio holdings.

Number of Shares
19,992
Holding current value
$5.04 Million
% of portfolio
2.09%

Shares

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

Jan 14, 2025

BUY
$205.18 - $250.29 $4.1 Million - $5 Million
19,992 New
19,992 $4.8 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 $740B
  • 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
Track This Portfolio

Track Pines Wealth Management, LLC Portfolio

Follow Pines Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pines Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pines Wealth Management, LLC with notifications on news.