A detailed history of Beirne Wealth Consulting Services, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Beirne Wealth Consulting Services, LLC holds 2,027 shares of JPM stock, worth $415,879. This represents 0.17% of its overall portfolio holdings.

Number of Shares
2,027
Previous 4,164 51.32%
Holding current value
$415,879
Previous $709 Million 42.71%
% of portfolio
0.17%
Previous 0.35%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

SELL
$167.09 - $200.3 $357,071 - $428,041
-2,137 Reduced 51.32%
2,027 $406 Million
Q4 2023

Feb 06, 2024

BUY
$135.69 - $170.3 $270,701 - $339,748
1,995 Added 91.98%
4,164 $709 Million
Q1 2023

May 10, 2023

BUY
$124.91 - $143.8 $5,870 - $6,758
47 Added 2.21%
2,169 $283 Million
Q4 2022

Feb 08, 2023

SELL
$101.96 - $137.84 $3,466 - $4,686
-34 Reduced 1.58%
2,122 $284,000
Q3 2022

Nov 07, 2022

SELL
$20.73 - $120.58 $1,098 - $6,390
-53 Reduced 2.4%
2,156 $225,000
Q2 2022

Jul 13, 2022

SELL
$112.61 - $135.91 $34,909 - $42,132
-310 Reduced 12.31%
2,209 $249,000
Q1 2022

May 10, 2022

BUY
$128.3 - $168.44 $1,283 - $1,684
10 Added 0.4%
2,519 $343,000
Q3 2021

Nov 09, 2021

BUY
$146.97 - $166.98 $107,288 - $121,895
730 Added 41.03%
2,509 $411,000
Q1 2021

May 17, 2021

SELL
$125.65 - $157.65 $336,365 - $422,029
-2,677 Reduced 60.08%
1,779 $271,000
Q4 2020

Feb 03, 2021

BUY
$96.54 - $127.07 $54,062 - $71,159
560 Added 14.37%
4,456 $566,000
Q3 2020

Nov 05, 2020

BUY
$91.28 - $103.82 $355,626 - $404,482
3,896 New
3,896 $375,000
Q1 2020

Apr 28, 2020

SELL
$79.03 - $141.09 $168,729 - $301,227
-2,135 Closed
0 $0
Q4 2019

Jan 14, 2020

SELL
$111.82 - $139.4 $106,340 - $132,569
-951 Reduced 30.82%
2,135 $298,000
Q2 2019

Jul 25, 2019

SELL
$104.64 - $116.12 $422,327 - $468,660
-4,036 Reduced 56.67%
3,086 $345,000
Q1 2019

May 14, 2019

BUY
$97.11 - $107.19 $30,686 - $33,872
316 Added 4.64%
7,122 $721,000
Q4 2018

Feb 14, 2019

BUY
$92.14 - $115.32 $627,104 - $784,867
6,806 New
6,806 $664,000

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 $602B
  • 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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