Bcs Wealth Management Jpmorgan Chase & CO Transaction History

Bcs Wealth Management

$235 Million
Q3 2024

A detailed history of Bcs Wealth Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Bcs Wealth Management holds 3,106 shares of JPM stock, worth $775,630. This represents 0.28% of its overall portfolio holdings.

Number of Shares

3,106

Previous 1,975 57.27%

Holding current value

$775,630

Previous $400,000 63.75%

% of portfolio

0.28%

Previous 0.19%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	BUY	$194.9 - $224.8 $220,431 - $254,248	1,131 Added 57.27%	3,106 $655,000
Q2 2024 Jul 16, 2024	BUY	$180.08 - $204.79 $7,023 - $7,986	39 Added 2.01%	1,975 $400,000
Q1 2024 Apr 10, 2024	BUY	$167.09 - $200.3 $334 - $400	2 Added 0.1%	1,936 $388,000
Q4 2023 Jan 11, 2024	SELL	$135.69 - $170.3 $10,583 - $13,283	-78 Reduced 3.88%	1,934 $329,000
Q3 2023 Oct 12, 2023	BUY	$143.21 - $158.0 $63,442 - $69,994	443 Added 28.23%	2,012 $292,000
Q2 2023 Jul 19, 2023	BUY	$127.47 - $145.44 $200,000 - $228,195	1,569 New	1,569 $228,000
Q2 2022 Jul 29, 2022	BUY	$112.61 - $135.91 $353,257 - $426,349	3,137 New	3,137 $353,000
Q1 2022 Apr 28, 2022	SELL	$128.3 - $168.44 $812,908 - $1.07 Million	-6,336 Closed	0 $0
Q4 2021 Jan 18, 2022	BUY	$153.94 - $171.78 $700,734 - $781,942	4,552 Added 255.16%	6,336 $1 Million
Q3 2021 Oct 25, 2021	BUY	$146.97 - $166.98 $3,380 - $3,840	23 Added 1.31%	1,784 $292,000
Q2 2021 Jul 21, 2021	BUY	$147.37 - $166.44 $8,842 - $9,986	60 Added 3.53%	1,761 $274,000
Q1 2021 Apr 28, 2021	BUY	$125.65 - $157.65 $7,162 - $8,986	57 Added 3.47%	1,701 $259,000
Q4 2020 Jan 21, 2021	BUY	$96.54 - $127.07 $158,711 - $208,903	1,644 New	1,644 $209,000
Q1 2020 Apr 10, 2020	SELL	$79.03 - $141.09 $143,360 - $255,937	-1,814 Closed	0 $0
Q4 2019 Feb 10, 2020	BUY	$111.82 - $139.4 $202,841 - $252,871	1,814 New	1,814 $253,000

Others Institutions Holding JPM

# of Institutions

4,615

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 $732B
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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Bcs Wealth Management Jpmorgan Chase & CO Transaction History