Blue Barn Wealth, LLC Jpmorgan Chase & CO Transaction History

Blue Barn Wealth, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 05, 2024	BUY	$180.08 - $204.79 $186,562 - $212,162	1,036 New	1,036 $209,000
Q4 2023 Feb 06, 2024	SELL	$135.69 - $170.3 $64,724 - $81,233	-477 Reduced 27.56%	1,254 $213,000
Q3 2023 Nov 13, 2023	SELL	$143.21 - $158.0 $3,866 - $4,266	-27 Reduced 1.54%	1,731 $251,000
Q2 2023 Aug 08, 2023	SELL	$127.47 - $145.44 $17,590 - $20,070	-138 Reduced 7.28%	1,758 $255,000
Q1 2023 May 11, 2023	BUY	$124.91 - $143.8 $45,092 - $51,911	361 Added 23.52%	1,896 $247,000
Q4 2022 Feb 09, 2023	SELL	$101.96 - $137.84 $67,905 - $91,801	-666 Reduced 30.26%	1,535 $205,000
Q3 2022 Oct 26, 2022	BUY	$20.73 - $120.58 $8,602 - $50,040	415 Added 23.24%	2,201 $230,000
Q2 2022 Jul 29, 2022	BUY	$112.61 - $135.91 $201,121 - $242,735	1,786 New	1,786 $201,000
Q1 2022 May 16, 2022	SELL	$128.3 - $168.44 $173,846 - $228,236	-1,355 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$153.94 - $171.78 $461 - $515	-3 Reduced 0.22%	1,355 $215,000
Q3 2021 Nov 15, 2021	BUY	$146.97 - $166.98 $199,585 - $226,758	1,358 New	1,358 $222,000

4,615

1.96B

29.8M

35.7M

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $732B
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 ...

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