A detailed history of Theory Financial LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Theory Financial LLC holds 925 shares of JPM stock, worth $255,115. This represents 0.1% of its overall portfolio holdings.

Number of Shares
925
Holding current value
$255,115
% of portfolio
0.1%

Shares

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

Feb 03, 2025

BUY
$205.18 - $250.29 $189,791 - $231,518
925 New
925 $221,000

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 $809B
  • 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 Theory Financial LLC Portfolio

Follow Theory Financial 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 Theory Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Theory Financial LLC with notifications on news.