A detailed history of Valued Wealth Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 873 shares of JPM stock, worth $210,576. This represents 0.12% of its overall portfolio holdings.

Number of Shares
873
Previous 880 0.8%
Holding current value
$210,576
Previous $178 Million 3.45%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Oct 28, 2024

SELL
$194.9 - $224.8 $1,364 - $1,573
-7 Reduced 0.8%
873 $184 Million
Q2 2024

Jul 16, 2024

BUY
$180.08 - $204.79 $21,069 - $23,960
117 Added 15.33%
880 $178 Million
Q1 2024

Apr 30, 2024

BUY
$167.09 - $200.3 $45,782 - $54,882
274 Added 56.03%
763 $153 Million
Q4 2023

Jan 05, 2024

BUY
$135.69 - $170.3 $66,352 - $83,276
489 New
489 $71 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 $708B
  • 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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