Bar Harbor Wealth Management Jpmorgan Chase & CO Transaction History

Bar Harbor Wealth Management

  • $1.6 Billion
  • Q3 2025

A detailed history of Bar Harbor Wealth Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Bar Harbor Wealth Management holds 78,362 shares of JPM stock, worth $24.4 Million. This represents 1.54% of its overall portfolio holdings.

Number of Shares
78,362
Previous 79,809 1.81%
Holding current value
$24.4 Million
Previous $23.1 Million 6.83%
% of portfolio
1.54%
Previous 1.52%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
SELL
$282.78 - $316.06 $409,182 - $457,338
-1,447 Reduced 1.81%
78,362 $24.7 Million
Q2 2025

Jul 23, 2025
SELL
$210.28 - $289.91 $473,971 - $653,457
-2,254 Reduced 2.75%
79,809 $23.1 Million
Q1 2025

Apr 16, 2025
SELL
$225.19 - $279.95 $860,901 - $1.07 Million
-3,823 Reduced 4.45%
82,063 $20.1 Million
Q4 2024

Jan 13, 2025
BUY
$205.18 - $250.29 $187,944 - $229,265
916 Added 1.08%
85,886 $20.6 Million
Q3 2024

Oct 16, 2024
SELL
$194.9 - $224.8 $423,712 - $488,715
-2,174 Reduced 2.49%
84,970 $17.9 Million
Q2 2024

Jul 17, 2024
SELL
$180.08 - $204.79 $289,748 - $329,507
-1,609 Reduced 1.81%
87,144 $17.6 Million
Q1 2024

Apr 23, 2024
BUY
$167.09 - $200.3 $426,413 - $511,165
2,552 Added 2.96%
88,753 $17.8 Million
Q4 2023

Jan 17, 2024
SELL
$135.69 - $170.3 $5,427 - $6,812
-40 Reduced 0.05%
86,201 $14.7 Million
Q3 2023

Nov 28, 2023
SELL
$143.21 - $158.0 $235,150 - $259,436
-1,642 Reduced 1.87%
86,241 $12.5 Million
Q2 2023

Aug 09, 2023
SELL
$127.47 - $145.44 $473,168 - $539,873
-3,712 Reduced 4.05%
87,883 $12.8 Million
Q1 2023

Apr 24, 2023
SELL
$124.91 - $143.8 $397,963 - $458,146
-3,186 Reduced 3.36%
91,595 $11.9 Million
Q4 2022

Jun 09, 2023
BUY
$101.96 - $137.84 $324,844 - $439,158
3,186 Added 3.48%
94,781 $12.7 Million
Q4 2022

Jan 19, 2023
SELL
$101.96 - $137.84 $118,579 - $160,307
-1,163 Reduced 1.21%
94,781 $12.7 Million
Q3 2022

Oct 24, 2022
BUY
$20.73 - $120.58 $22,782 - $132,517
1,099 Added 1.16%
95,944 $10 Million
Q2 2022

Aug 12, 2022
BUY
$112.61 - $135.91 $1.2 Million - $1.44 Million
10,614 Added 12.6%
94,845 $10.7 Million
Q1 2022

Apr 14, 2022
SELL
$128.3 - $168.44 $80,059 - $105,106
-624 Reduced 0.74%
84,231 $11.5 Million
Q4 2021

Jan 28, 2022
BUY
$153.94 - $171.78 $366,992 - $409,523
2,384 Added 2.89%
84,855 $13.4 Million
Q3 2021

Nov 15, 2021
SELL
$146.97 - $166.98 $153,436 - $174,327
-1,044 Reduced 1.25%
82,471 $13.5 Million
Q2 2021

Aug 11, 2021
SELL
$147.37 - $166.44 $199,981 - $225,859
-1,357 Reduced 1.6%
83,515 $13 Million
Q1 2021

May 06, 2021
SELL
$125.65 - $157.65 $151,031 - $189,495
-1,202 Reduced 1.4%
84,872 $12.9 Million
Q4 2020

Feb 09, 2021
BUY
$96.54 - $127.07 $159,966 - $210,554
1,657 Added 1.96%
86,074 $10.9 Million
Q3 2020

Nov 02, 2020
SELL
$91.28 - $103.82 $514,636 - $585,337
-5,638 Reduced 6.26%
84,417 $8.13 Million
Q2 2020

Aug 04, 2020
BUY
$84.03 - $113.45 $353,346 - $477,057
4,205 Added 4.9%
90,055 $8.47 Million
Q1 2020

May 14, 2020
BUY
$79.03 - $141.09 $274,708 - $490,428
3,476 Added 4.22%
85,850 $7.73 Million
Q4 2019

Feb 11, 2020
BUY
$111.82 - $139.4 $1.39 Million - $1.73 Million
12,397 Added 17.72%
82,374 $11.5 Million
Q3 2019

Nov 07, 2019
SELL
$104.8 - $120.23 $212,639 - $243,946
-2,029 Reduced 2.82%
69,977 $8.24 Million
Q2 2019

Aug 01, 2019
BUY
$104.64 - $116.12 $93,652 - $103,927
895 Added 1.26%
72,006 $8.05 Million
Q1 2019

May 10, 2019
SELL
$97.11 - $107.19 $166,640 - $183,938
-1,716 Reduced 2.36%
71,111 $7.2 Million
Q4 2018

Feb 13, 2019
BUY
$92.14 - $115.32 $48,465 - $60,658
526 Added 0.73%
72,827 $7.11 Million
Q3 2018

Nov 14, 2018
BUY
$103.61 - $118.63 $60,922 - $69,754
588 Added 0.82%
72,301 $8.16 Million
Q2 2018

Aug 10, 2018
BUY
$103.24 - $114.29 $158,473 - $175,435
1,535 Added 2.19%
71,713 $7.47 Million
Q1 2018

Apr 06, 2018
SELL
$107.01 - $118.77 $157,197 - $174,473
-1,469 Reduced 2.05%
70,178 $7.72 Million
Q4 2017

Jan 17, 2018
BUY
$95.86 - $107.83 $50,901 - $57,257
531 Added 0.75%
71,647 $7.66 Million
Q3 2017

Oct 11, 2017
BUY
$88.42 - $95.51 $6.29 Million - $6.79 Million
71,116
71,116 $6.79 Million

Others Institutions Holding JPM

# of Institutions
5,376
Shares Held
2.01B
Call Options Held
28.8M
Put Options Held
30.3M
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 $913B
  • 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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