A detailed history of Blodgett Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Blodgett Wealth Advisors, LLC holds 11,261 shares of JPM stock, worth $2.8 Million. This represents 2.0% of its overall portfolio holdings.

Number of Shares
11,261
Previous 11,058 1.84%
Holding current value
$2.8 Million
Previous $2.24 Million 6.13%
% of portfolio
2.0%
Previous 1.89%

Shares

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

Oct 21, 2024

BUY
$194.9 - $224.8 $39,564 - $45,634
203 Added 1.84%
11,261 $2.37 Million
Q2 2024

Jul 23, 2024

SELL
$180.08 - $204.79 $179,539 - $204,175
-997 Reduced 8.27%
11,058 $2.24 Million
Q1 2024

Apr 22, 2024

BUY
$167.09 - $200.3 $62,491 - $74,912
374 Added 3.2%
12,055 $2.41 Million
Q4 2023

Feb 02, 2024

SELL
$135.69 - $170.3 $135,554 - $170,129
-999 Reduced 7.88%
11,681 $1.99 Million
Q3 2023

Oct 27, 2023

SELL
$143.21 - $158.0 $143,066 - $157,842
-999 Reduced 7.3%
12,680 $1.84 Million
Q2 2023

Jul 26, 2023

SELL
$127.47 - $145.44 $12,619 - $14,398
-99 Reduced 0.72%
13,679 $1.99 Million
Q1 2023

Apr 21, 2023

SELL
$124.91 - $143.8 $18,486 - $21,282
-148 Reduced 1.06%
13,778 $1.8 Million
Q4 2022

Feb 02, 2023

SELL
$101.96 - $137.84 $7,545 - $10,200
-74 Reduced 0.53%
13,926 $1.87 Million
Q3 2022

Oct 21, 2022

SELL
$20.73 - $120.58 $9,556 - $55,587
-461 Reduced 3.19%
14,000 $1.46 Million
Q2 2022

Jul 20, 2022

SELL
$112.61 - $135.91 $93,128 - $112,397
-827 Reduced 5.41%
14,461 $1.63 Million
Q1 2022

Apr 27, 2022

SELL
$128.3 - $168.44 $249,800 - $327,952
-1,947 Reduced 11.3%
15,288 $2.08 Million
Q4 2021

Feb 02, 2022

BUY
$153.94 - $171.78 $2.65 Million - $2.96 Million
17,235 New
17,235 $2.73 Million

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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