A detailed history of Badgley Phelps Wealth Managers, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 294,554 shares of JPM stock, worth $59.6 Million. This represents 1.57% of its overall portfolio holdings.

Number of Shares
294,554
Previous 289,386 1.79%
Holding current value
$59.6 Million
Previous $49.2 Million 19.86%
% of portfolio
1.57%
Previous 1.36%

Shares

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

May 15, 2024

BUY
$167.09 - $200.3 $863,521 - $1.04 Million
5,168 Added 1.79%
294,554 $59 Million
Q4 2023

Feb 14, 2024

BUY
$135.69 - $170.3 $2.53 Million - $3.17 Million
18,614 Added 6.87%
289,386 $49.2 Million
Q3 2023

Nov 02, 2023

BUY
$143.21 - $158.0 $1.26 Million - $1.39 Million
8,808 Added 3.36%
270,772 $39.3 Million
Q2 2023

Aug 14, 2023

BUY
$127.47 - $145.44 $2.7 Million - $3.08 Million
21,207 Added 8.81%
261,964 $38.1 Million
Q1 2023

Apr 28, 2023

BUY
$124.91 - $143.8 $570,588 - $656,878
4,568 Added 1.93%
240,757 $31.4 Million
Q4 2022

Jan 27, 2023

BUY
$101.96 - $137.84 $249,700 - $337,570
2,449 Added 1.05%
236,189 $0
Q3 2022

Nov 09, 2022

BUY
$20.73 - $120.58 $68,719 - $399,722
3,315 Added 1.44%
233,740 $24.4 Million
Q2 2022

Aug 01, 2022

SELL
$112.61 - $135.91 $7.83 Million - $9.45 Million
-69,498 Reduced 23.17%
230,425 $25.9 Million
Q1 2022

May 09, 2022

SELL
$128.3 - $168.44 $245,822 - $322,731
-1,916 Reduced 0.63%
299,923 $40.9 Million
Q4 2021

Feb 08, 2022

BUY
$153.94 - $171.78 $1.17 Million - $1.3 Million
7,583 Added 2.58%
301,839 $47.8 Million
Q3 2021

Nov 29, 2021

BUY
$146.97 - $166.98 $43.2 Million - $49.1 Million
294,256 New
294,256 $48.2 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 $593B
  • 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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