A detailed history of Baystate Wealth Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Baystate Wealth Management LLC holds 9,575 shares of JPM stock, worth $2.1 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
9,575
Previous 11,057 13.4%
Holding current value
$2.1 Million
Previous $1.6 Million 1.56%
% of portfolio
0.12%
Previous 0.13%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 29, 2024

SELL
$135.69 - $170.3 $201,092 - $252,384
-1,482 Reduced 13.4%
9,575 $1.63 Million
Q3 2023

Oct 25, 2023

BUY
$143.21 - $158.0 $180,158 - $198,764
1,258 Added 12.84%
11,057 $1.6 Million
Q2 2023

Sep 21, 2023

SELL
$127.47 - $145.44 $3.63 Million - $4.14 Million
-28,487 Reduced 74.41%
9,799 $1.43 Million
Q2 2023

Aug 02, 2023

BUY
$127.47 - $145.44 $3.77 Million - $4.3 Million
29,563 Added 338.91%
38,286 $5.57 Million
Q1 2023

Apr 25, 2023

SELL
$124.91 - $143.8 $117,790 - $135,603
-943 Reduced 9.76%
8,723 $1.14 Million
Q4 2022

Jan 12, 2023

BUY
$101.96 - $137.84 $75,654 - $102,277
742 Added 8.31%
9,666 $1.3 Million
Q3 2022

Nov 10, 2022

SELL
$20.73 - $120.58 $7,649 - $44,494
-369 Reduced 3.97%
8,924 $933,000
Q2 2022

Aug 02, 2022

BUY
$112.61 - $135.91 $64,638 - $78,012
574 Added 6.58%
9,293 $1.05 Million
Q1 2022

Apr 19, 2022

BUY
$128.3 - $168.44 $4,618 - $6,063
36 Added 0.41%
8,719 $1.19 Million
Q4 2021

Jan 21, 2022

BUY
$153.94 - $171.78 $252,307 - $281,547
1,639 Added 23.27%
8,683 $1.38 Million
Q3 2021

Nov 05, 2021

BUY
$146.97 - $166.98 $36,301 - $41,244
247 Added 3.63%
7,044 $1.15 Million
Q2 2021

Jul 26, 2021

BUY
$147.37 - $166.44 $76,632 - $86,548
520 Added 8.28%
6,797 $1.06 Million
Q1 2021

Apr 21, 2021

BUY
$125.65 - $157.65 $90,844 - $113,980
723 Added 13.02%
6,277 $956,000
Q4 2020

Jan 15, 2021

BUY
$96.54 - $127.07 $33,499 - $44,093
347 Added 6.66%
5,554 $706,000
Q3 2020

Oct 14, 2020

SELL
$91.28 - $103.82 $212,499 - $241,692
-2,328 Reduced 30.9%
5,207 $501,000
Q2 2020

Jul 28, 2020

BUY
$84.03 - $113.45 $58,064 - $78,393
691 Added 10.1%
7,535 $709,000
Q1 2020

Apr 22, 2020

SELL
$79.03 - $141.09 $19,678 - $35,131
-249 Reduced 3.51%
6,844 $616,000
Q4 2019

Jan 21, 2020

BUY
$111.82 - $139.4 $76,484 - $95,349
684 Added 10.67%
7,093 $989,000
Q3 2019

Oct 30, 2019

SELL
$104.8 - $120.23 $22,846 - $26,210
-218 Reduced 3.29%
6,409 $754,000
Q2 2019

Jul 02, 2019

SELL
$104.64 - $116.12 $36,519 - $40,525
-349 Reduced 5.0%
6,627 $753,000
Q1 2019

Apr 25, 2019

BUY
$97.11 - $107.19 $37,775 - $41,696
389 Added 5.91%
6,976 $792,000
Q4 2018

Jan 24, 2019

SELL
$92.14 - $115.32 $41,094 - $51,432
-446 Reduced 6.34%
6,587 $689,000
Q3 2018

Oct 16, 2018

BUY
$103.61 - $118.63 $62,062 - $71,059
599 Added 9.31%
7,033 $784,000
Q2 2018

Jul 17, 2018

SELL
$103.24 - $114.29 $7,949 - $8,800
-77 Reduced 1.18%
6,434 $685,000
Q1 2018

Apr 24, 2018

BUY
$107.01 - $118.77 $516,109 - $572,827
4,823 Added 285.72%
6,511 $722,000
Q4 2017

Jan 23, 2018

SELL
$95.86 - $107.83 $587,621 - $660,997
-6,130 Reduced 78.41%
1,688 $879,000
Q3 2017

Oct 10, 2017

BUY
$88.42 - $95.51 $691,267 - $746,697
7,818
7,818 $754,000

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 $645B
  • 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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