A detailed history of Berry Wealth Group, LP transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Berry Wealth Group, LP holds 7,506 shares of JPM stock, worth $2.25 Million. This represents 7.73% of its overall portfolio holdings.

Number of Shares
7,506
Previous 28,210 73.39%
Holding current value
$2.25 Million
Previous $8.18 Billion 71.05%
% of portfolio
7.73%
Previous 5.72%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025

SELL
$282.78 - $316.06 $5.85 Million - $6.54 Million
-20,704 Reduced 73.39%
7,506 $2.37 Billion
Q2 2025

Aug 13, 2025

BUY
$210.28 - $289.91 $5,257 - $7,247
25 Added 0.09%
28,210 $8.18 Billion
Q1 2025

Apr 23, 2025

SELL
$225.19 - $279.95 $166,640 - $207,163
-740 Reduced 2.56%
28,185 $6.91 Billion
Q4 2024

Jan 24, 2025

SELL
$205.18 - $250.29 $108,335 - $132,153
-528 Reduced 1.79%
28,925 $6.93 Billion
Q3 2024

Oct 21, 2024

BUY
$194.9 - $224.8 $42,098 - $48,556
216 Added 0.74%
29,453 $6.21 Billion
Q2 2024

Jul 31, 2024

BUY
$180.08 - $204.79 $115,971 - $131,884
644 Added 2.25%
29,237 $5.91 Billion
Q1 2024

Apr 22, 2024

SELL
$167.09 - $200.3 $223,399 - $267,801
-1,337 Reduced 4.47%
28,593 $5.73 Billion
Q4 2023

Feb 05, 2024

BUY
$135.69 - $170.3 $4.06 Million - $5.1 Million
29,930 New
29,930 $5.09 Billion

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 $881B
  • 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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