A detailed history of Wealth Collab, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wealth Collab, LLC holds 969 shares of JPM stock, worth $234,798. This represents 0.13% of its overall portfolio holdings.

Number of Shares
969
Previous 969 -0.0%
Holding current value
$234,798
Previous $196 Million 4.25%
% of portfolio
0.13%
Previous 0.14%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024

BUY
$167.09 - $200.3 $63,494 - $76,114
380 Added 64.52%
969 $194 Million
Q4 2023

Apr 03, 2024

BUY
$135.69 - $170.3 $79,921 - $100,306
589 New
589 $100 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 $711B
  • 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
Track This Portfolio

Track Wealth Collab, LLC Portfolio

Follow Wealth Collab, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Collab, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Collab, LLC with notifications on news.