A detailed history of Brewin Dolphin Wealth Management LTD transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Brewin Dolphin Wealth Management LTD holds 85,296 shares of JPM stock, worth $20.3 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares
85,296
Previous 43,768 94.88%
Holding current value
$20.3 Million
Previous $5.97 Million 61.0%
% of portfolio
1.05%
Previous 0.67%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Nov 14, 2022

BUY
$112.61 - $135.91 $4.68 Million - $5.64 Million
41,528 Added 94.88%
85,296 $9.61 Million
Q1 2022

Nov 14, 2022

BUY
$128.3 - $168.44 $17,962 - $23,581
140 Added 0.32%
43,768 $5.97 Million
Q4 2021

Nov 14, 2022

BUY
$153.94 - $171.78 $6.72 Million - $7.49 Million
43,628 New
43,628 $6.91 Million
Q3 2021

Nov 09, 2023

BUY
$146.97 - $166.98 $132,273 - $150,282
900 Added 2.11%
43,628 $7.14 Billion
Q2 2021

Nov 09, 2023

SELL
$147.37 - $166.44 $35,368 - $39,945
-240 Reduced 0.56%
42,728 $6.65 Billion
Q1 2021

Nov 09, 2023

BUY
$125.65 - $157.65 $30,407 - $38,151
242 Added 0.57%
42,968 $6.54 Billion
Q4 2020

Nov 09, 2023

SELL
$96.54 - $127.07 $48,270 - $63,535
-500 Reduced 1.16%
42,726 $5.43 Billion
Q3 2020

Nov 09, 2023

BUY
$91.28 - $103.82 $39,889 - $45,369
437 Added 1.02%
43,226 $4.16 Billion
Q2 2020

Nov 09, 2023

SELL
$84.03 - $113.45 $3.57 Million - $4.82 Million
-42,507 Reduced 49.83%
42,789 $4.02 Billion
Q1 2020

Nov 09, 2023

SELL
$79.03 - $141.09 $47,813 - $85,359
-605 Reduced 1.71%
34,755 $3.13 Billion
Q2 2019

Nov 09, 2023

SELL
$104.64 - $116.12 $18,835 - $20,901
-180 Reduced 0.51%
35,360 $3.95 Billion
Q1 2019

Nov 09, 2023

SELL
$97.11 - $107.19 $4.83 Million - $5.33 Million
-49,756 Reduced 58.33%
35,540 $3.6 Billion
Q4 2018

Nov 09, 2023

BUY
$92.14 - $115.32 $9,214 - $11,532
100 Added 0.28%
35,590 $3.47 Billion
Q3 2018

Nov 09, 2023

SELL
$103.61 - $118.63 $5.16 Million - $5.91 Million
-49,806 Reduced 58.39%
35,490 $4 Billion
Q2 2018

Nov 09, 2023

BUY
$103.24 - $114.29 $144,536 - $160,006
1,400 Added 4.06%
35,922 $3.74 Billion
Q1 2018

Nov 09, 2023

BUY
$107.01 - $118.77 $57,250 - $63,541
535 Added 1.57%
34,522 $3.8 Billion
Q4 2017

Nov 09, 2023

BUY
$95.86 - $107.83 $14,858 - $16,713
155 Added 0.46%
33,987 $3.63 Billion
Q3 2017

Nov 09, 2023

SELL
$88.42 - $95.51 $4.55 Million - $4.92 Million
-51,464
33,832 $3.23 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 $699B
  • 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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