A detailed history of Wiser Advisor Group LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wiser Advisor Group LLC holds 6,929 shares of JPM stock, worth $1.54 Million. This represents 2.2% of its overall portfolio holdings.

Number of Shares
6,929
Previous 6,814 1.69%
Holding current value
$1.54 Million
Previous $1.37 Billion 2.32%
% of portfolio
2.2%
Previous 2.15%

Shares

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

Aug 14, 2024

BUY
$180.08 - $204.79 $20,709 - $23,550
115 Added 1.69%
6,929 $1.4 Billion
Q1 2024

May 15, 2024

SELL
$167.09 - $200.3 $39,767 - $47,671
-238 Reduced 3.37%
6,814 $1.37 Billion
Q4 2023

Feb 12, 2024

BUY
$135.69 - $170.3 $956,885 - $1.2 Million
7,052 New
7,052 $1.2 Billion

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 $651B
  • 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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