Bergan Kdv Wealth Management, LLC Jpmorgan Chase & CO Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 39,777 shares of JPM stock, worth $8.05 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

39,777

Previous 40,664 2.18%

Holding current value

$8.05 Million

Previous $5.3 Million 9.19%

% of portfolio

0.58%

Previous 0.55%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 24, 2023	SELL	$127.47 - $145.44 $113,065 - $129,005	-887 Reduced 2.18%	39,777 $5.79 Million
Q1 2023 Apr 27, 2023	BUY	$124.91 - $143.8 $283,545 - $326,426	2,270 Added 5.91%	40,664 $5.3 Million
Q4 2022 Jan 31, 2023	BUY	$101.96 - $137.84 $244,602 - $330,678	2,399 Added 6.66%	38,394 $5.15 Million
Q3 2022 Oct 24, 2022	BUY	$20.73 - $120.58 $43,097 - $250,685	2,079 Added 6.13%	35,995 $3.76 Million
Q2 2022 Jul 13, 2022	BUY	$112.61 - $135.91 $2.78 Million - $3.35 Million	24,649 Added 265.99%	33,916 $3.82 Million

Q1 2022 May 09, 2022	SELL	$128.3 - $168.44 $126,760 - $166,418	-988 Reduced 9.63%	9,267 $1.26 Million
Q4 2021 Jan 28, 2022	BUY	$153.94 - $171.78 $150,399 - $167,829	977 Added 10.53%	10,255 $1.62 Million
Q3 2021 Nov 12, 2021	BUY	$146.97 - $166.98 $7,054 - $8,015	48 Added 0.52%	9,278 $1.52 Million
Q2 2021 Aug 10, 2021	SELL	$147.37 - $166.44 $238,002 - $268,800	-1,615 Reduced 14.89%	9,230 $1.44 Million
Q1 2021 May 11, 2021	SELL	$125.65 - $157.65 $103,409 - $129,745	-823 Reduced 7.05%	10,845 $1.65 Million
Q4 2020 Feb 04, 2021	SELL	$96.54 - $127.07 $77,618 - $102,164	-804 Reduced 6.45%	11,668 $1.48 Million
Q3 2020 Nov 05, 2020	SELL	$91.28 - $103.82 $7,576 - $8,617	-83 Reduced 0.66%	12,472 $1.2 Million
Q2 2020 Aug 13, 2020	BUY	$84.03 - $113.45 $28,318 - $38,232	337 Added 2.76%	12,555 $1.18 Million
Q1 2020 Apr 24, 2020	BUY	$79.03 - $141.09 $60,220 - $107,510	762 Added 6.65%	12,218 $1.1 Million
Q4 2019 Feb 10, 2020	BUY	$111.82 - $139.4 $51,101 - $63,705	457 Added 4.15%	11,456 $1.6 Million
Q3 2019 Nov 08, 2019	BUY	$104.8 - $120.23 $13,728 - $15,750	131 Added 1.21%	10,999 $1.3 Million
Q2 2019 Aug 12, 2019	SELL	$104.64 - $116.12 $3,976 - $4,412	-38 Reduced 0.35%	10,868 $1.22 Million
Q1 2019 May 09, 2019	SELL	$97.11 - $107.19 $10,390 - $11,469	-107 Reduced 0.97%	10,906 $1.1 Million
Q4 2018 Feb 01, 2019	SELL	$92.14 - $115.32 $45,148 - $56,506	-490 Reduced 4.26%	11,013 $1.08 Million
Q3 2018 Nov 09, 2018	BUY	$103.61 - $118.63 $29,736 - $34,046	287 Added 2.56%	11,503 $1.3 Million
Q2 2018 Jul 23, 2018	BUY	$103.24 - $114.29 $23,332 - $25,829	226 Added 2.06%	11,216 $1.17 Million
Q1 2018 May 03, 2018	SELL	$107.01 - $118.77 $77,689 - $86,227	-726 Reduced 6.2%	10,990 $1.21 Million
Q4 2017 Jan 16, 2018	SELL	$95.86 - $107.83 $150,308 - $169,077	-1,568 Reduced 11.8%	11,716 $1.25 Million
Q3 2017 Oct 18, 2017	BUY	$88.42 - $95.51 $1.17 Million - $1.27 Million	13,284	13,284 $1.27 Million

Others Institutions Holding JPM

# of Institutions

4,418

Shares Held

1.98B

Call Options Held

35.5M

Put Options Held

32.6M

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 $593B
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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Bergan Kdv Wealth Management, LLC Jpmorgan Chase & CO Transaction History