Bdo Wealth Advisors, LLC Jpmorgan Chase & CO Transaction History

Bdo Wealth Advisors, LLC

$867 Million
Q2 2023

A detailed history of Bdo Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 46,224 shares of JPM stock, worth $11.1 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares

46,224

Previous 45,932 0.64%

Holding current value

$11.1 Million

Previous $5.99 Million 12.31%

% of portfolio

0.78%

Previous 0.74%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 01, 2023	BUY	$127.47 - $145.44 $37,221 - $42,468	292 Added 0.64%	46,224 $6.72 Million
Q1 2023 May 09, 2023	BUY	$124.91 - $143.8 $131,155 - $150,990	1,050 Added 2.34%	45,932 $5.99 Million
Q4 2022 Jan 27, 2023	BUY	$101.96 - $137.84 $82,995 - $112,201	814 Added 1.85%	44,882 $0
Q3 2022 Nov 02, 2022	BUY	$20.73 - $120.58 $18,864 - $109,727	910 Added 2.11%	44,068 $4.61 Million
Q2 2022 Aug 25, 2022	SELL	$112.61 - $135.91 $134,568 - $162,412	-1,195 Reduced 2.69%	43,158 $4.86 Million
Q1 2022 May 06, 2022	BUY	$128.3 - $168.44 $94,043 - $123,466	733 Added 1.68%	44,353 $6.05 Million
Q4 2021 Feb 11, 2022	BUY	$153.94 - $171.78 $83,281 - $92,932	541 Added 1.26%	43,620 $6.91 Million
Q3 2021 Nov 09, 2021	SELL	$146.97 - $166.98 $67,753 - $76,977	-461 Reduced 1.06%	43,079 $7.05 Million
Q2 2021 Sep 03, 2021	SELL	$147.37 - $166.44 $149,433 - $168,770	-1,014 Reduced 2.28%	43,540 $6.77 Million
Q1 2021 May 14, 2021	BUY	$125.65 - $157.65 $1.66 Million - $2.08 Million	13,224 Added 42.21%	44,554 $6.78 Million
Q4 2020 Feb 12, 2021	BUY	$96.54 - $127.07 $3,958 - $5,209	41 Added 0.13%	31,330 $3.98 Million
Q3 2020 Nov 12, 2020	SELL	$91.28 - $103.82 $41,258 - $46,926	-452 Reduced 1.42%	31,289 $3.01 Million
Q2 2020 Aug 14, 2020	BUY	$84.03 - $113.45 $29,410 - $39,707	350 Added 1.11%	31,741 $2.99 Million
Q1 2020 May 15, 2020	BUY	$79.03 - $141.09 $302,368 - $539,810	3,826 Added 13.88%	31,391 $2.83 Million
Q4 2019 Feb 14, 2020	SELL	$111.82 - $139.4 $143,017 - $178,292	-1,279 Reduced 4.43%	27,565 $3.84 Million
Q3 2019 Nov 12, 2019	BUY	$104.8 - $120.23 $23,789 - $27,292	227 Added 0.79%	28,844 $3.4 Million
Q2 2019 Aug 09, 2019	BUY	$104.64 - $116.12 $8,057 - $8,941	77 Added 0.27%	28,617 $3.2 Million
Q1 2019 May 15, 2019	BUY	$97.11 - $107.19 $98,469 - $108,690	1,014 Added 3.68%	28,540 $2.89 Million
Q4 2018 Feb 14, 2019	SELL	$92.14 - $115.32 $121,901 - $152,568	-1,323 Reduced 4.59%	27,526 $2.69 Million
Q3 2018 Nov 07, 2018	BUY	$103.61 - $118.63 $86,307 - $98,818	833 Added 2.97%	28,849 $3.26 Million
Q2 2018 Aug 27, 2018	BUY	$103.24 - $114.29 $68,551 - $75,888	664 Added 2.43%	28,016 $2.92 Million
Q1 2018 May 23, 2018	BUY	$107.01 - $118.77 $397,756 - $441,468	3,717 Added 15.73%	27,352 $3.01 Million
Q4 2017 Feb 14, 2018	BUY	$95.86 - $107.83 $147,240 - $165,626	1,536 Added 6.95%	23,635 $2.53 Million
Q3 2017 Nov 08, 2017	BUY	$88.42 - $95.51 $1.95 Million - $2.11 Million	22,099	22,099 $2.11 Million

Others Institutions Holding JPM

# of Institutions

4,612

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 $706B
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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Bdo Wealth Advisors, LLC Jpmorgan Chase & CO Transaction History