A detailed history of Bcs Wealth Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Bcs Wealth Management holds 1,936 shares of JPM stock, worth $404,294. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,936
Previous 1,934 0.1%
Holding current value
$404,294
Previous $329,000 17.93%
% of portfolio
0.12%
Previous 0.12%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $613B
  • 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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