A detailed history of Beacon Bridge Wealth Partners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Beacon Bridge Wealth Partners, LLC holds 2,191 shares of JPM stock, worth $481,537. This represents 0.2% of its overall portfolio holdings.

Number of Shares
2,191
Previous 2,266 3.31%
Holding current value
$481,537
Previous $454 Million 2.36%
% of portfolio
0.2%
Previous 0.21%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024

SELL
$180.08 - $204.79 $13,506 - $15,359
-75 Reduced 3.31%
2,191 $443 Million
Q1 2024

May 03, 2024

BUY
$167.09 - $200.3 $2,005 - $2,403
12 Added 0.53%
2,266 $454 Million
Q4 2023

Feb 09, 2024

SELL
$135.69 - $170.3 $4,884 - $6,130
-36 Reduced 1.57%
2,254 $383 Million
Q1 2023

May 08, 2023

SELL
$124.91 - $143.8 $13,240 - $15,242
-106 Reduced 4.42%
2,290 $298 Million
Q4 2022

Feb 10, 2023

BUY
$101.96 - $137.84 $244,296 - $330,264
2,396 New
2,396 $321 Million

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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