A detailed history of Three Bridge Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Three Bridge Wealth Advisors, LLC holds 1,540 shares of JPM stock, worth $343,327. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,540
Previous 2,040 24.51%
Holding current value
$343,327
Previous $408,000 23.77%
% of portfolio
0.12%
Previous 0.16%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$180.08 - $204.79 $90,040 - $102,395
-500 Reduced 24.51%
1,540 $311,000
Q1 2023

May 11, 2023

BUY
$124.91 - $143.8 $254,816 - $293,352
2,040 New
2,040 $265,000

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 $654B
  • 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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