Black Diamond Wealth Management Inc. Jpmorgan Chase & CO Transaction History

Black Diamond Wealth Management Inc.

$147 Million
Q2 2025

A detailed history of Black Diamond Wealth Management Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Black Diamond Wealth Management Inc. holds 16,440 shares of JPM stock, worth $5.1 Million. This represents 3.25% of its overall portfolio holdings.

Number of Shares

16,440

Previous 9,056 81.54%

Holding current value

$5.1 Million

Previous $2.22 Million 114.59%

% of portfolio

3.25%

Previous 1.83%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$210.28 - $289.91 $1.55 Million - $2.14 Million	7,384 Added 81.54%	16,440 $4.77 Million
Q1 2025 May 13, 2025	SELL	$225.19 - $279.95 $680,974 - $846,568	-3,024 Reduced 25.03%	9,056 $2.22 Million
Q4 2024 Feb 10, 2025	BUY	$205.18 - $250.29 $72,633 - $88,602	354 Added 3.02%	12,080 $2.9 Million
Q3 2024 Nov 14, 2024	BUY	$194.9 - $224.8 $50,089 - $57,773	257 Added 2.24%	11,726 $2.47 Million
Q2 2024 Aug 13, 2024	BUY	$180.08 - $204.79 $28,632 - $32,561	159 Added 1.41%	11,469 $2.32 Million
Q1 2024 May 13, 2024	SELL	$167.09 - $200.3 $6,349 - $7,611	-38 Reduced 0.33%	11,310 $2.27 Million
Q4 2023 Feb 09, 2024	BUY	$135.69 - $170.3 $174,768 - $219,346	1,288 Added 12.8%	11,348 $1.93 Million
Q3 2023 Nov 01, 2023	SELL	$143.21 - $158.0 $83,348 - $91,956	-582 Reduced 5.47%	10,060 $1.46 Million
Q2 2023 Jul 31, 2023	BUY	$127.47 - $145.44 $21,542 - $24,579	169 Added 1.61%	10,642 $1.55 Million
Q1 2023 May 02, 2023	BUY	$124.91 - $143.8 $8,868 - $10,209	71 Added 0.68%	10,473 $1.36 Million
Q4 2022 Jan 17, 2023	BUY	$101.96 - $137.84 $5,811 - $7,856	57 Added 0.55%	10,402 $0
Q3 2022 Oct 26, 2022	SELL	$20.73 - $120.58 $7,898 - $45,940	-381 Reduced 3.55%	10,345 $1.27 Million
Q2 2022 Jul 22, 2022	SELL	$112.61 - $135.91 $2,252 - $2,718	-20 Reduced 0.19%	10,726 $1.23 Million
Q1 2022 May 04, 2022	SELL	$128.3 - $168.44 $33,486 - $43,962	-261 Reduced 2.37%	10,746 $1.47 Million
Q4 2021 Feb 08, 2022	BUY	$153.94 - $171.78 $1.69 Million - $1.89 Million	11,007 New	11,007 $1.74 Million

Others Institutions Holding JPM

# of Institutions

5,340

Shares Held

2.09B

Call Options Held

28.8M

Put Options Held

30.3M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $909B
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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Black Diamond Wealth Management Inc. Jpmorgan Chase & CO Transaction History