A detailed history of Bridgewealth Advisory Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Bridgewealth Advisory Group, LLC holds 3,702 shares of JPM stock, worth $781,936. This represents 0.33% of its overall portfolio holdings.

Number of Shares
3,702
Previous 3,691 0.3%
Holding current value
$781,936
Previous $739 Million 1.28%
% of portfolio
0.33%
Previous 0.36%

Shares

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

Aug 13, 2024

BUY
$180.08 - $204.79 $1,980 - $2,252
11 Added 0.3%
3,702 $749 Million
Q1 2024

Apr 18, 2024

SELL
$167.09 - $200.3 $67,838 - $81,321
-406 Reduced 9.91%
3,691 $739 Million
Q4 2023

Feb 05, 2024

SELL
$135.69 - $170.3 $18,318 - $22,990
-135 Reduced 3.19%
4,097 $697 Million
Q3 2023

Nov 09, 2023

BUY
$143.21 - $158.0 $429 - $474
3 Added 0.07%
4,232 $614 Million
Q2 2023

Aug 14, 2023

SELL
$127.47 - $145.44 $25,111 - $28,651
-197 Reduced 4.45%
4,229 $615 Million
Q1 2023

May 15, 2023

BUY
$124.91 - $143.8 $249 - $287
2 Added 0.05%
4,426 $577 Million
Q4 2022

Feb 24, 2023

BUY
$101.96 - $137.84 $451,071 - $609,804
4,424 New
4,424 $593 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 $620B
  • 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 Bridgewealth Advisory Group, LLC Portfolio

Follow Bridgewealth Advisory Group, 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 Bridgewealth Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bridgewealth Advisory Group, LLC with notifications on news.