A detailed history of Significant Wealth Partners LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Significant Wealth Partners LLC holds 1,154 shares of JPM stock, worth $280,583. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,154
Previous 1,202 3.99%
Holding current value
$280,583
Previous $243 Million 0.06%
% of portfolio
0.13%
Previous 0.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$194.9 - $224.8 $9,355 - $10,790
-48 Reduced 3.99%
1,154 $243 Million
Q2 2024

Jul 26, 2024

BUY
$180.08 - $204.79 $1,080 - $1,228
6 Added 0.5%
1,202 $243 Million
Q1 2024

May 07, 2024

SELL
$167.09 - $200.3 $38,096 - $45,668
-228 Reduced 16.01%
1,196 $240 Million
Q4 2023

Feb 01, 2024

BUY
$135.69 - $170.3 $193,222 - $242,507
1,424 New
1,424 $242 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 $713B
  • 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 Significant Wealth Partners LLC Portfolio

Follow Significant Wealth Partners 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 Significant Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Significant Wealth Partners LLC with notifications on news.