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 33,950 shares of JPM stock, worth $8.31 Million. This represents 2.8% of its overall portfolio holdings.

Number of Shares
33,950
Previous 33,872 0.23%
Holding current value
$8.31 Million
Previous $6.85 Million 4.45%
% of portfolio
2.8%
Previous 2.8%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$194.9 - $224.8 $15,202 - $17,534
78 Added 0.23%
33,950 $7.16 Million
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

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $718B
  • 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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