A detailed history of Viawealth, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Viawealth, LLC holds 5,986 shares of JPM stock, worth $1.34 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
5,986
Previous 6,105 1.95%
Holding current value
$1.34 Million
Previous $1.22 Billion 0.99%
% of portfolio
0.75%
Previous 0.76%

Shares

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

Aug 12, 2024

SELL
$180.08 - $204.79 $21,429 - $24,370
-119 Reduced 1.95%
5,986 $1.21 Billion
Q1 2024

May 10, 2024

BUY
$167.09 - $200.3 $2,673 - $3,204
16 Added 0.26%
6,105 $1.22 Billion
Q4 2023

Feb 12, 2024

SELL
$135.69 - $170.3 $79,514 - $99,795
-586 Reduced 8.78%
6,089 $1.04 Billion
Q3 2023

Nov 13, 2023

SELL
$143.21 - $158.0 $6,158 - $6,794
-43 Reduced 0.64%
6,675 $968 Million
Q2 2023

Aug 10, 2023

BUY
$127.47 - $145.44 $1,274 - $1,454
10 Added 0.15%
6,718 $977 Million
Q1 2023

May 12, 2023

BUY
$124.91 - $143.8 $1,623 - $1,869
13 Added 0.19%
6,708 $874 Million
Q4 2022

Feb 13, 2023

BUY
$101.96 - $137.84 $682,622 - $922,838
6,695 New
6,695 $920 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 $659B
  • 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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