A detailed history of Welch Capital Partners LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Welch Capital Partners LLC holds 642 shares of JPM stock, worth $192,837. This represents 0.04% of its overall portfolio holdings.

Number of Shares
642
Holding current value
$192,837
% of portfolio
0.04%

Shares

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

Nov 14, 2025

BUY
$282.78 - $316.06 $181,544 - $202,910
642 New
642 $203,000
Q1 2019

May 08, 2019

SELL
$97.11 - $107.19 $1.74 Million - $1.92 Million
-17,926 Closed
0 $0
Q3 2018

Oct 23, 2018

BUY
$103.61 - $118.63 $72,112 - $82,566
696 Added 4.04%
17,926 $2.02 Million
Q3 2017

Nov 08, 2017

BUY
$88.42 - $95.51 $1.52 Million - $1.65 Million
17,230
17,230 $1.65 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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