Baltimore Washington Financial Advisors, Inc. Jpmorgan Chase & CO Transaction History

Baltimore Washington Financial Advisors, Inc.

  • $1.8 Billion
  • Q3 2024

A detailed history of Baltimore Washington Financial Advisors, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Baltimore Washington Financial Advisors, Inc. holds 113,534 shares of JPM stock, worth $27.1 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares
113,534
Previous 110,917 2.36%
Holding current value
$27.1 Million
Previous $22.4 Million 6.67%
% of portfolio
1.33%
Previous 1.33%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$194.9 - $224.8 $510,053 - $588,301
2,617 Added 2.36%
113,534 $23.9 Million
Q2 2024

Jul 30, 2024
BUY
$180.08 - $204.79 $614,252 - $698,538
3,411 Added 3.17%
110,917 $22.4 Million
Q1 2024

May 08, 2024
BUY
$167.09 - $200.3 $4.62 Million - $5.53 Million
27,620 Added 34.57%
107,506 $21.5 Million
Q4 2023

Feb 12, 2024
BUY
$135.69 - $170.3 $576,682 - $723,775
4,250 Added 5.62%
79,886 $13.6 Million
Q3 2023

Nov 08, 2023
SELL
$143.21 - $158.0 $40,385 - $44,556
-282 Reduced 0.37%
75,636 $11 Million
Q2 2023

Aug 09, 2023
SELL
$127.47 - $145.44 $4.19 Million - $4.78 Million
-32,878 Reduced 30.22%
75,918 $11 Million
Q1 2023

May 10, 2023
SELL
$124.91 - $143.8 $49,464 - $56,944
-396 Reduced 0.36%
108,796 $14.2 Million
Q4 2022

Feb 09, 2023
SELL
$101.96 - $137.84 $116,336 - $157,275
-1,141 Reduced 1.03%
109,192 $14.6 Million
Q3 2022

Oct 31, 2022
SELL
$20.73 - $120.58 $36,775 - $213,908
-1,774 Reduced 1.58%
110,333 $11.6 Million
Q2 2022

Aug 05, 2022
BUY
$112.61 - $135.91 $977,680 - $1.18 Million
8,682 Added 8.39%
112,107 $12.6 Million
Q1 2022

May 13, 2022
SELL
$128.3 - $168.44 $925,941 - $1.22 Million
-7,217 Reduced 6.52%
103,425 $15.7 Million
Q4 2021

Apr 08, 2022
BUY
$153.94 - $171.78 $16.9 Million - $18.9 Million
109,968 Added 16315.73%
110,642 $17.5 Million
Q4 2021

Feb 14, 2022
SELL
$153.94 - $171.78 $16.6 Million - $18.5 Million
-107,511 Reduced 99.38%
674 $17.5 Million
Q3 2021

Oct 20, 2021
BUY
$146.97 - $166.98 $600,372 - $682,113
4,085 Added 3.92%
108,185 $17.7 Million
Q2 2021

Aug 12, 2021
BUY
$147.37 - $166.44 $146,780 - $165,774
996 Added 0.97%
104,100 $16.2 Million
Q1 2021

May 06, 2021
BUY
$125.65 - $157.65 $244,263 - $306,471
1,944 Added 1.92%
103,104 $15.7 Million
Q4 2020

Feb 01, 2021
SELL
$96.54 - $127.07 $91,906 - $120,970
-952 Reduced 0.93%
101,160 $12.9 Million
Q3 2020

Nov 03, 2020
BUY
$91.28 - $103.82 $212,043 - $241,173
2,323 Added 2.33%
102,112 $9.83 Million
Q2 2020

Aug 10, 2020
BUY
$84.03 - $113.45 $44,367 - $59,901
528 Added 0.53%
99,789 $9.39 Million
Q1 2020

Apr 28, 2020
BUY
$79.03 - $141.09 $196,626 - $351,031
2,488 Added 2.57%
99,261 $8.94 Million
Q4 2019

Feb 04, 2020
BUY
$111.82 - $139.4 $423,909 - $528,465
3,791 Added 4.08%
96,773 $13.5 Million
Q3 2019

Oct 16, 2019
SELL
$104.8 - $120.23 $82,792 - $94,981
-790 Reduced 0.84%
92,982 $10.9 Million
Q2 2019

Jul 25, 2019
SELL
$104.64 - $116.12 $56,296 - $62,472
-538 Reduced 0.57%
93,772 $10.5 Million
Q1 2019

Apr 18, 2019
BUY
$97.11 - $107.19 $63,704 - $70,316
656 Added 0.7%
94,310 $9.55 Million
Q4 2018

Jan 29, 2019
SELL
$92.14 - $115.32 $32,156 - $40,246
-349 Reduced 0.37%
93,654 $9.14 Million
Q3 2018

Nov 01, 2018
BUY
$103.61 - $118.63 $465,105 - $532,530
4,489 Added 5.01%
94,003 $10.6 Million
Q2 2018

Jul 30, 2018
BUY
$103.24 - $114.29 $622,227 - $688,825
6,027 Added 7.22%
89,514 $9.33 Million
Q1 2018

Apr 16, 2018
BUY
$107.01 - $118.77 $907,551 - $1.01 Million
8,481 Added 11.31%
83,487 $9.18 Million
Q4 2017

Jan 16, 2018
BUY
$95.86 - $107.83 $3.34 Million - $3.76 Million
34,886 Added 86.95%
75,006 $8.02 Million
Q3 2017

Oct 18, 2017
BUY
$88.42 - $95.51 $3.55 Million - $3.83 Million
40,120
40,120 $3.83 Million

Others Institutions Holding JPM

# of Institutions
4,616
Shares Held
1.95B
Call Options Held
29.8M
Put Options Held
35.7M
View Full List

About JPMORGAN CHASE & CO

JPM Quotes by TradingView
  • 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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