A detailed history of Beverly Hills Private Wealth, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 41,530 shares of JPM stock, worth $8.52 Million. This represents 1.92% of its overall portfolio holdings.

Number of Shares
41,530
Previous 40,755 1.9%
Holding current value
$8.52 Million
Previous $6.93 Billion 19.99%
% of portfolio
1.92%
Previous 1.81%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024

BUY
$167.09 - $200.3 $129,494 - $155,232
775 Added 1.9%
41,530 $8.32 Billion
Q4 2023

Jan 29, 2024

BUY
$135.69 - $170.3 $184,945 - $232,118
1,363 Added 3.46%
40,755 $6.93 Billion
Q3 2023

Nov 08, 2023

SELL
$143.21 - $158.0 $2.84 Million - $3.14 Million
-19,852 Reduced 33.51%
39,392 $5.71 Billion
Q2 2023

Aug 09, 2023

BUY
$127.47 - $145.44 $2.66 Million - $3.03 Million
20,856 Added 54.33%
59,244 $9.24 Billion
Q1 2023

May 03, 2023

BUY
$124.91 - $143.8 $1.86 Million - $2.15 Million
14,928 Added 63.63%
38,388 $5 Billion
Q4 2022

Feb 13, 2023

BUY
$101.96 - $137.84 $2.39 Million - $3.23 Million
23,460 New
23,460 $3.15 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 $602B
  • 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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