A detailed history of Beaird Harris Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 2,106 shares of JPM stock, worth $526,057. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,106
Previous 1,668 26.26%
Holding current value
$526,057
Previous $334,000 27.25%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Aug 15, 2024

BUY
$180.08 - $204.79 $78,875 - $89,698
438 Added 26.26%
2,106 $425,000
Q1 2024

May 15, 2024

BUY
$167.09 - $200.3 $24,562 - $29,444
147 Added 9.66%
1,668 $334,000
Q4 2023

Feb 27, 2024

BUY
$135.69 - $170.3 $12,754 - $16,008
94 Added 6.59%
1,521 $258,000
Q3 2023

Nov 15, 2023

BUY
$143.21 - $158.0 $1,861 - $2,054
13 Added 0.92%
1,427 $206,000
Q2 2023

Jul 26, 2023

SELL
$127.47 - $145.44 $7,393 - $8,435
-58 Reduced 3.94%
1,414 $205,000
Q1 2023

Apr 24, 2023

SELL
$124.91 - $143.8 $56,334 - $64,853
-451 Reduced 23.45%
1,472 $191,000
Q4 2022

Feb 14, 2023

BUY
$101.96 - $137.84 $37,827 - $51,138
371 Added 23.9%
1,923 $257,000
Q3 2022

Nov 02, 2022

SELL
$20.73 - $120.58 $932 - $5,426
-45 Reduced 2.82%
1,552 $162,000
Q2 2022

Aug 12, 2022

BUY
$112.61 - $135.91 $26,575 - $32,074
236 Added 17.34%
1,597 $180,000
Q1 2022

May 27, 2022

SELL
$128.3 - $168.44 $3,720 - $4,884
-29 Reduced 2.09%
1,361 $186,000
Q4 2021

May 17, 2022

BUY
$153.94 - $171.78 $213,976 - $238,774
1,390 New
1,390 $220,000

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 $733B
  • 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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