Baker Tilly Wealth Management, LLC Jpmorgan Chase & CO Transaction History

Baker Tilly Wealth Management, LLC

$220 Million
Q3 2024

A detailed history of Baker Tilly Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 10,826 shares of JPM stock, worth $2.69 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares

10,826

Previous 12,585 13.98%

Holding current value

$2.69 Million

Previous $2.55 Million 10.37%

% of portfolio

1.04%

Previous 1.06%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$194.9 - $224.8 $342,829 - $395,423	-1,759 Reduced 13.98%	10,826 $2.28 Million
Q2 2024 Jul 18, 2024	SELL	$180.08 - $204.79 $1.07 Million - $1.21 Million	-5,915 Reduced 31.97%	12,585 $2.55 Million
Q1 2024 May 09, 2024	SELL	$167.09 - $200.3 $323,987 - $388,381	-1,939 Reduced 9.49%	18,500 $3.71 Million
Q4 2023 Jan 10, 2024	SELL	$135.69 - $170.3 $299,060 - $375,341	-2,204 Reduced 9.73%	20,439 $3.48 Million
Q3 2023 Oct 10, 2023	SELL	$143.21 - $158.0 $2.96 Million - $3.26 Million	-20,641 Reduced 47.69%	22,643 $3.28 Million
Q2 2023 Jul 20, 2023	SELL	$127.47 - $145.44 $222,562 - $253,938	-1,746 Reduced 3.88%	43,284 $6.3 Million
Q1 2023 Apr 12, 2023	BUY	$124.91 - $143.8 $1.21 Million - $1.39 Million	9,647 Added 27.26%	45,030 $5.87 Million
Q4 2022 Jan 26, 2023	BUY	$101.96 - $137.84 $846,675 - $1.14 Million	8,304 Added 30.67%	35,383 $0
Q3 2022 Oct 20, 2022	SELL	$20.73 - $120.58 $74,669 - $434,329	-3,602 Reduced 11.74%	27,079 $2.83 Million
Q2 2022 Jul 28, 2022	BUY	$112.61 - $135.91 $80,290 - $96,903	713 Added 2.38%	30,681 $3.46 Million
Q1 2022 Apr 27, 2022	SELL	$128.3 - $168.44 $62,995 - $82,704	-491 Reduced 1.61%	29,968 $4.09 Million
Q4 2021 Feb 08, 2022	BUY	$153.94 - $171.78 $328,815 - $366,922	2,136 Added 7.54%	30,459 $4.82 Million
Q3 2021 Nov 02, 2021	BUY	$146.97 - $166.98 $130,803 - $148,612	890 Added 3.24%	28,323 $4.64 Million
Q2 2021 Jul 30, 2021	BUY	$147.37 - $166.44 $67,200 - $75,896	456 Added 1.69%	27,433 $4.27 Million
Q1 2021 Apr 28, 2021	BUY	$125.65 - $157.65 $1.27 Million - $1.6 Million	10,129 Added 60.12%	26,977 $4.11 Million
Q4 2020 Feb 03, 2021	BUY	$96.54 - $127.07 $1.63 Million - $2.14 Million	16,848 New	16,848 $2.14 Million

Others Institutions Holding JPM

# of Institutions

4,613

Shares Held

1.96B

Call Options Held

29.8M

Put Options Held

35.7M

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 $729B
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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Baker Tilly Wealth Management, LLC Jpmorgan Chase & CO Transaction History