Bcgm Wealth Management, LLC Jpmorgan Chase & CO Transaction History

Bcgm Wealth Management, LLC

$287 Million
Q3 2024

A detailed history of Bcgm Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Bcgm Wealth Management, LLC holds 20,415 shares of JPM stock, worth $4.85 Million. This represents 1.5% of its overall portfolio holdings.

Number of Shares

20,415

Previous 20,108 1.53%

Holding current value

$4.85 Million

Previous $4.07 Million 5.8%

% of portfolio

1.5%

Previous 1.5%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	BUY	$194.9 - $224.8 $59,834 - $69,013	307 Added 1.53%	20,415 $4.3 Million
Q2 2024 Jul 30, 2024	BUY	$180.08 - $204.79 $188,543 - $214,415	1,047 Added 5.49%	20,108 $4.07 Million
Q1 2024 May 07, 2024	BUY	$167.09 - $200.3 $86,218 - $103,354	516 Added 2.78%	19,061 $3.82 Million
Q4 2023 Feb 08, 2024	BUY	$135.69 - $170.3 $15,061 - $18,903	111 Added 0.6%	18,545 $3.15 Million
Q3 2023 Nov 08, 2023	BUY	$143.21 - $158.0 $86,069 - $94,958	601 Added 3.37%	18,434 $2.67 Million
Q2 2023 Aug 07, 2023	BUY	$127.47 - $145.44 $131,294 - $149,803	1,030 Added 6.13%	17,833 $2.59 Million
Q1 2023 May 02, 2023	SELL	$124.91 - $143.8 $114,042 - $131,289	-913 Reduced 5.15%	16,803 $2.19 Million
Q4 2022 Feb 07, 2023	BUY	$101.96 - $137.84 $67,701 - $91,525	664 Added 3.89%	17,716 $2.38 Million
Q3 2022 Nov 03, 2022	BUY	$20.73 - $120.58 $18,325 - $106,592	884 Added 5.47%	17,052 $2.17 Million
Q2 2022 Aug 01, 2022	SELL	$112.61 - $135.91 $39,976 - $48,248	-355 Reduced 2.15%	16,168 $1.87 Million
Q1 2022 May 02, 2022	BUY	$128.3 - $168.44 $106,489 - $139,805	830 Added 5.29%	16,523 $2.25 Million
Q4 2021 Feb 01, 2022	BUY	$153.94 - $171.78 $60,344 - $67,337	392 Added 2.56%	15,693 $2.49 Million
Q3 2021 Nov 01, 2021	BUY	$146.97 - $166.98 $161,373 - $183,344	1,098 Added 7.73%	15,301 $2.6 Million
Q2 2021 Aug 02, 2021	BUY	$147.37 - $166.44 $117,601 - $132,819	798 Added 5.95%	14,203 $2.16 Million
Q1 2021 Apr 21, 2021	BUY	$125.65 - $157.65 $131,806 - $165,374	1,049 Added 8.49%	13,405 $2 Million
Q4 2020 Feb 16, 2021	BUY	$96.54 - $127.07 $1.19 Million - $1.57 Million	12,356 New	12,356 $1.75 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

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $697B
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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Bcgm Wealth Management, LLC Jpmorgan Chase & CO Transaction History