A detailed history of Berkeley Capital Partners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Berkeley Capital Partners, LLC holds 8,643 shares of JPM stock, worth $2.16 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
8,643
Previous 8,085 6.9%
Holding current value
$2.16 Million
Previous $1.64 Million 11.38%
% of portfolio
0.53%
Previous 0.5%

Shares

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

Nov 14, 2024

BUY
$194.9 - $224.8 $108,754 - $125,438
558 Added 6.9%
8,643 $1.82 Million
Q2 2024

Aug 14, 2024

SELL
$180.08 - $204.79 $84,817 - $96,456
-471 Reduced 5.5%
8,085 $1.64 Million
Q1 2024

May 14, 2024

SELL
$167.09 - $200.3 $51,630 - $61,892
-309 Reduced 3.49%
8,556 $1.71 Million
Q4 2023

Feb 09, 2024

BUY
$135.69 - $170.3 $5,156 - $6,471
38 Added 0.43%
8,865 $1.51 Million
Q3 2023

Nov 14, 2023

BUY
$143.21 - $158.0 $36,661 - $40,448
256 Added 2.99%
8,827 $1.28 Million
Q2 2023

Aug 03, 2023

SELL
$127.47 - $145.44 $238,241 - $271,827
-1,869 Reduced 17.9%
8,571 $1.25 Million
Q1 2023

May 02, 2023

BUY
$124.91 - $143.8 $58,832 - $67,729
471 Added 4.72%
10,440 $1.36 Million
Q4 2022

Feb 10, 2023

BUY
$101.96 - $137.84 $42,415 - $57,341
416 Added 4.35%
9,969 $1.34 Million
Q3 2022

Nov 04, 2022

BUY
$20.73 - $120.58 $20,709 - $120,459
999 Added 11.68%
9,553 $998,000
Q2 2022

Aug 04, 2022

BUY
$112.61 - $135.91 $153,374 - $185,109
1,362 Added 18.94%
8,554 $963,000
Q1 2022

May 05, 2022

BUY
$128.3 - $168.44 $338,070 - $443,839
2,635 Added 57.82%
7,192 $980,000
Q4 2021

Feb 14, 2022

BUY
$153.94 - $171.78 $78,663 - $87,779
511 Added 12.63%
4,557 $722,000
Q3 2021

Nov 04, 2021

SELL
$146.97 - $166.98 $4,115 - $4,675
-28 Reduced 0.69%
4,046 $662,000
Q2 2021

Aug 16, 2021

SELL
$147.37 - $166.44 $16,652 - $18,807
-113 Reduced 2.7%
4,074 $634,000
Q1 2021

May 04, 2021

BUY
$125.65 - $157.65 $22,240 - $27,904
177 Added 4.41%
4,187 $637,000
Q4 2020

Jan 28, 2021

BUY
$96.54 - $127.07 $57,151 - $75,225
592 Added 17.32%
4,010 $510,000
Q3 2020

Nov 03, 2020

SELL
$91.28 - $103.82 $31,765 - $36,129
-348 Reduced 9.24%
3,418 $329,000
Q2 2020

Jul 30, 2020

SELL
$84.03 - $113.45 $234,863 - $317,092
-2,795 Reduced 42.6%
3,766 $354,000
Q1 2020

Apr 21, 2020

SELL
$79.03 - $141.09 $85,036 - $151,812
-1,076 Reduced 14.09%
6,561 $591,000
Q4 2019

Jan 24, 2020

BUY
$111.82 - $139.4 $11,293 - $14,079
101 Added 1.34%
7,637 $1.07 Million
Q3 2019

Nov 01, 2019

SELL
$104.8 - $120.23 $271,117 - $311,035
-2,587 Reduced 25.56%
7,536 $887,000
Q2 2019

Aug 08, 2019

BUY
$104.64 - $116.12 $256,577 - $284,726
2,452 Added 31.96%
10,123 $1.13 Million
Q1 2019

Apr 30, 2019

SELL
$97.11 - $107.19 $176,351 - $194,657
-1,816 Reduced 19.14%
7,671 $777,000
Q4 2018

Jan 28, 2019

BUY
$92.14 - $115.32 $406,245 - $508,445
4,409 Added 86.83%
9,487 $926,000
Q3 2018

Oct 30, 2018

SELL
$103.61 - $118.63 $262,547 - $300,608
-2,534 Reduced 33.29%
5,078 $573,000
Q2 2018

Aug 07, 2018

SELL
$103.24 - $114.29 $167,352 - $185,264
-1,621 Reduced 17.56%
7,612 $793,000
Q1 2018

Apr 27, 2018

BUY
$107.01 - $118.77 $556,130 - $617,247
5,197 Added 128.77%
9,233 $1.02 Million
Q4 2017

Feb 02, 2018

SELL
$95.86 - $107.83 $45,437 - $51,111
-474 Reduced 10.51%
4,036 $432,000
Q3 2017

Nov 08, 2017

BUY
$88.42 - $95.51 $398,774 - $430,750
4,510
4,510 $431,000

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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