A detailed history of Von Berge Wealth Management Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Von Berge Wealth Management Group, LLC holds 1,753 shares of JPM stock, worth $388,271. This represents 0.23% of its overall portfolio holdings.

Number of Shares
1,753
Previous 1,753 -0.0%
Holding current value
$388,271
Previous $351,000 0.85%
% of portfolio
0.23%
Previous 0.23%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 19, 2024

SELL
$135.69 - $170.3 $294,040 - $369,040
-2,167 Reduced 55.28%
1,753 $298,000
Q3 2023

Nov 03, 2023

BUY
$143.21 - $158.0 $343,704 - $379,200
2,400 Added 157.89%
3,920 $568,000
Q2 2023

Jul 20, 2023

BUY
$127.47 - $145.44 $193,754 - $221,068
1,520 New
1,520 $221,000
Q2 2022

Jul 18, 2022

SELL
$112.61 - $135.91 $56,305 - $67,955
-500 Reduced 19.84%
2,020 $226,000
Q1 2022

Apr 22, 2022

BUY
$128.3 - $168.44 $128,300 - $168,440
1,000 Added 65.79%
2,520 $318,000
Q4 2021

Feb 07, 2022

BUY
$153.94 - $171.78 $233,988 - $261,105
1,520 New
1,520 $226,000

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 $650B
  • 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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