A detailed history of Wealthcare Capital Partners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wealthcare Capital Partners, LLC holds 3,693 shares of JPM stock, worth $1.11 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
3,693
Previous 3,655 1.04%
Holding current value
$1.11 Million
Previous $1.06 Billion 9.94%
% of portfolio
0.54%
Previous 0.53%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025

BUY
$282.78 - $316.06 $10,745 - $12,010
38 Added 1.04%
3,693 $1.16 Billion
Q2 2025

Jul 22, 2025

BUY
$210.28 - $289.91 $36,588 - $50,444
174 Added 5.0%
3,655 $1.06 Billion
Q1 2025

Apr 14, 2025

BUY
$225.19 - $279.95 $25,896 - $32,194
115 Added 3.42%
3,481 $854 Million
Q4 2024

Jan 29, 2025

BUY
$205.18 - $250.29 $690,635 - $842,476
3,366 New
3,366 $807 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 $881B
  • 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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