Bell & Brown Wealth Advisors, LLC Jpmorgan Chase & CO Transaction History

Bell & Brown Wealth Advisors, LLC

$245 Million
Q2 2024

A detailed history of Bell & Brown Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Bell & Brown Wealth Advisors, LLC holds 33,872 shares of JPM stock, worth $7.13 Million. This represents 2.8% of its overall portfolio holdings.

Number of Shares

33,872

Previous 32,965 2.75%

Holding current value

$7.13 Million

Previous $6.6 Million 3.76%

% of portfolio

2.8%

Previous 2.83%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$180.08 - $204.79 $163,332 - $185,744	907 Added 2.75%	33,872 $6.85 Million
Q1 2024 May 13, 2024	SELL	$167.09 - $200.3 $123,813 - $148,422	-741 Reduced 2.2%	32,965 $6.6 Million
Q4 2023 Feb 12, 2024	BUY	$135.69 - $170.3 $36,093 - $45,299	266 Added 0.8%	33,706 $5.73 Million
Q2 2023 Aug 15, 2023	BUY	$127.47 - $145.44 $93,180 - $106,316	731 Added 2.23%	33,440 $4.86 Million
Q1 2023 Apr 14, 2023	SELL	$124.91 - $143.8 $75,195 - $86,567	-602 Reduced 1.81%	32,709 $4.26 Million
Q4 2022 Feb 10, 2023	BUY	$101.96 - $137.84 $74,838 - $101,174	734 Added 2.25%	33,311 $4.47 Million
Q3 2022 Oct 26, 2022	SELL	$20.73 - $120.58 $7,255 - $42,203	-350 Reduced 1.06%	32,577 $3.4 Million
Q2 2022 Jul 22, 2022	SELL	$112.61 - $135.91 $4,617 - $5,572	-41 Reduced 0.12%	32,927 $3.71 Million
Q1 2022 May 02, 2022	BUY	$128.3 - $168.44 $67,742 - $88,936	528 Added 1.63%	32,968 $4.49 Million
Q4 2021 Feb 10, 2022	BUY	$153.94 - $171.78 $194,426 - $216,958	1,263 Added 4.05%	32,440 $5.09 Million
Q3 2021 Nov 12, 2021	BUY	$146.97 - $166.98 $130,950 - $148,779	891 Added 2.94%	31,177 $5.1 Million
Q3 2020 Oct 23, 2020	BUY	$91.28 - $103.82 $197,073 - $224,147	2,159 Added 7.68%	30,286 $3.04 Million
Q2 2020 Aug 07, 2020	BUY	$84.03 - $113.45 $99,407 - $134,211	1,183 Added 4.39%	28,127 $2.75 Million
Q1 2020 May 11, 2020	BUY	$79.03 - $141.09 $139,487 - $249,023	1,765 Added 7.01%	26,944 $2.42 Million
Q4 2019 Jan 17, 2020	SELL	$111.82 - $139.4 $91,356 - $113,889	-817 Reduced 3.14%	25,179 $3.43 Million
Q3 2019 Oct 09, 2019	BUY	$104.8 - $120.23 $18,235 - $20,920	174 Added 0.67%	25,996 $3.02 Million
Q2 2019 Aug 06, 2019	BUY	$104.64 - $116.12 $62,888 - $69,788	601 Added 2.38%	25,822 $2.89 Million
Q1 2019 May 13, 2019	BUY	$97.11 - $107.19 $48,166 - $53,166	496 Added 2.01%	25,221 $2.55 Million
Q4 2018 Feb 22, 2019	SELL	$92.14 - $115.32 $3.55 Million - $4.45 Million	-38,555 Reduced 60.93%	24,725 $2.41 Million
Q4 2018 Feb 07, 2019	BUY	$92.14 - $115.32 $3.61 Million - $4.52 Million	39,199 Added 162.78%	63,280 $6.18 Million
Q3 2018 Nov 13, 2018	SELL	$103.61 - $118.63 $11,189 - $12,812	-108 Reduced 0.45%	24,081 $2.63 Million
Q2 2018 Jul 31, 2018	BUY	$103.24 - $114.29 $33,346 - $36,915	323 Added 1.35%	24,189 $2.52 Million
Q1 2018 May 02, 2018	SELL	$107.01 - $118.77 $31,781 - $35,274	-297 Reduced 1.23%	23,866 $2.58 Million
Q4 2017 Feb 13, 2018	BUY	$95.86 - $107.83 $2.32 Million - $2.61 Million	24,163	24,163 $2.58 Million

Others Institutions Holding JPM

# of Institutions

4,533

Shares Held

2.01B

Call Options Held

26.2M

Put Options Held

29.1M

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 $617B
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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Bell & Brown Wealth Advisors, LLC Jpmorgan Chase & CO Transaction History