Badgley Phelps Wealth Managers, LLC Jpmorgan Chase & CO Transaction History

Badgley Phelps Wealth Managers, LLC

$4.44 Billion
Q2 2025

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 297,568 shares of JPM stock, worth $88.8 Million. This represents 1.94% of its overall portfolio holdings.

Number of Shares

297,568

Previous 299,541 0.66%

Holding current value

$88.8 Million

Previous $73.5 Million 17.41%

% of portfolio

1.94%

Previous 1.81%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	SELL	$210.28 - $289.91 $414,882 - $571,992	-1,973 Reduced 0.66%	297,568 $86.3 Million
Q1 2025 Apr 30, 2025	SELL	$225.19 - $279.95 $682,776 - $848,808	-3,032 Reduced 1.0%	299,541 $73.5 Million
Q4 2024 Feb 10, 2025	BUY	$205.18 - $250.29 $771,681 - $941,340	3,761 Added 1.26%	302,573 $72.5 Million
Q3 2024 Oct 17, 2024	BUY	$194.9 - $224.8 $413,577 - $477,025	2,122 Added 0.72%	298,812 $63 Million
Q2 2024 Aug 13, 2024	BUY	$180.08 - $204.79 $384,650 - $437,431	2,136 Added 0.73%	296,690 $60 Million
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

# of Institutions

5,348

Shares Held

2.02B

Call Options Held

28.7M

Put Options Held

30.3M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $876B
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 ...

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Badgley Phelps Wealth Managers, LLC Jpmorgan Chase & CO Transaction History