A detailed history of Spectrum Wealth Counsel, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Spectrum Wealth Counsel, LLC holds 57,199 shares of JPM stock, worth $13.7 Million. This represents 1.42% of its overall portfolio holdings.

Number of Shares
57,199
Previous 58,455 2.15%
Holding current value
$13.7 Million
Previous $11.8 Billion 2.01%
% of portfolio
1.42%
Previous 1.5%

Shares

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

Nov 08, 2024

SELL
$194.9 - $224.8 $244,794 - $282,348
-1,256 Reduced 2.15%
57,199 $12.1 Billion
Q2 2024

Aug 08, 2024

SELL
$180.08 - $204.79 $372,945 - $424,120
-2,071 Reduced 3.42%
58,455 $11.8 Billion
Q1 2024

May 06, 2024

SELL
$167.09 - $200.3 $53,635 - $64,296
-321 Reduced 0.53%
60,526 $12.1 Billion
Q4 2023

Feb 14, 2024

BUY
$135.69 - $170.3 $8.26 Million - $10.4 Million
60,847 New
60,847 $10.4 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 $704B
  • 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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