A detailed history of Stonebridge Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Stonebridge Wealth Management, LLC holds 846 shares of JPM stock, worth $254,113. This represents 0.26% of its overall portfolio holdings.

Number of Shares
846
Previous 971 12.87%
Holding current value
$254,113
Previous $306 Million 10.99%
% of portfolio
0.26%
Previous 0.26%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026

SELL
$294.11 - $320.41 $36,763 - $40,051
-125 Reduced 12.87%
846 $273 Million
Q2 2025

Aug 27, 2025

BUY
$210.28 - $289.91 $204,181 - $281,502
971 New
971 $282 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 $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
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