A detailed history of Spahn Wealth & Retirement LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Spahn Wealth & Retirement LLC holds 11,358 shares of JPM stock, worth $3.41 Million. This represents 2.12% of its overall portfolio holdings.

Number of Shares
11,358
Previous 11,606 2.14%
Holding current value
$3.41 Million
Previous $3.36 Billion 6.48%
% of portfolio
2.12%
Previous 2.16%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025

SELL
$282.78 - $316.06 $70,129 - $78,382
-248 Reduced 2.14%
11,358 $3.58 Billion
Q2 2025

Nov 13, 2025

BUY
$210.28 - $289.91 $2.44 Million - $3.36 Million
11,606 New
11,606 $3.36 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 $881B
  • 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 Spahn Wealth & Retirement LLC Portfolio

Follow Spahn Wealth & Retirement 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 Spahn Wealth & Retirement LLC, based on Form 13F filings with the SEC.

News

Stay updated on Spahn Wealth & Retirement LLC with notifications on news.