A detailed history of Birchcreek Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Birchcreek Wealth Management, LLC holds 6,912 shares of JPM stock, worth $1.72 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares
6,912
Previous 7,076 2.32%
Holding current value
$1.72 Million
Previous $1.43 Million 1.75%
% of portfolio
0.96%
Previous 0.82%

Shares

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

Nov 06, 2024

SELL
$194.9 - $224.8 $31,963 - $36,867
-164 Reduced 2.32%
6,912 $1.46 Million
Q1 2024

Apr 29, 2024

SELL
$167.09 - $200.3 $1,503 - $1,802
-9 Reduced 0.13%
7,076 $1.42 Million
Q4 2023

Feb 05, 2024

BUY
$135.69 - $170.3 $2,578 - $3,235
19 Added 0.27%
7,085 $1.21 Million
Q3 2023

Oct 23, 2023

BUY
$143.21 - $158.0 $41,674 - $45,978
291 Added 4.3%
7,066 $1.02 Million
Q2 2023

Jul 20, 2023

BUY
$127.47 - $145.44 $97,259 - $110,970
763 Added 12.69%
6,775 $985,000
Q1 2023

May 01, 2023

BUY
$124.91 - $143.8 $64,578 - $74,344
517 Added 9.41%
6,012 $783,000
Q4 2022

Feb 06, 2023

BUY
$101.96 - $137.84 $13,254 - $17,919
130 Added 2.42%
5,495 $736,000
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $14,656 - $85,250
707 Added 15.18%
5,365 $561,000
Q2 2022

Aug 12, 2022

SELL
$112.61 - $135.91 $39,413 - $47,568
-350 Reduced 6.99%
4,658 $525,000
Q1 2022

May 13, 2022

BUY
$128.3 - $168.44 $28,995 - $38,067
226 Added 4.73%
5,008 $683,000
Q4 2021

Feb 09, 2022

BUY
$153.94 - $171.78 $2,924 - $3,263
19 Added 0.4%
4,782 $757,000
Q3 2021

Nov 16, 2021

BUY
$146.97 - $166.98 $6,172 - $7,013
42 Added 0.89%
4,763 $780,000
Q2 2021

Aug 16, 2021

SELL
$147.37 - $166.44 $136,317 - $153,957
-925 Reduced 16.38%
4,721 $734,000
Q1 2021

May 17, 2021

BUY
$125.65 - $157.65 $9,423 - $11,823
75 Added 1.35%
5,646 $859,000
Q4 2020

Jan 28, 2021

BUY
$96.54 - $127.07 $537,824 - $707,906
5,571 New
5,571 $707,000

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 $729B
  • 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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