A detailed history of Bkm Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Bkm Wealth Management, LLC holds 16,335 shares of JPM stock, worth $4.37 Million. This represents 1.61% of its overall portfolio holdings.

Number of Shares
16,335
Previous 15,397 6.09%
Holding current value
$4.37 Million
Previous $3.25 Billion 20.61%
% of portfolio
1.61%
Previous 1.32%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025

BUY
$205.18 - $250.29 $192,458 - $234,772
938 Added 6.09%
16,335 $3.92 Billion
Q3 2024

Oct 23, 2024

BUY
$194.9 - $224.8 $664,998 - $767,017
3,412 Added 28.47%
15,397 $3.25 Billion
Q2 2024

Jul 24, 2024

SELL
$180.08 - $204.79 $481,714 - $547,813
-2,675 Reduced 18.25%
11,985 $2.42 Billion
Q1 2024

Apr 18, 2024

BUY
$167.09 - $200.3 $49,625 - $59,489
297 Added 2.07%
14,660 $2.94 Billion
Q4 2023

Jan 11, 2024

SELL
$135.69 - $170.3 $60,924 - $76,464
-449 Reduced 3.03%
14,363 $2.44 Billion
Q4 2023

Jan 10, 2024

BUY
$135.69 - $170.3 $2.01 Million - $2.52 Million
14,812 New
14,812 $2.52 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 $784B
  • 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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