A detailed history of Blue Barn Wealth, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Blue Barn Wealth, LLC holds 1,036 shares of JPM stock, worth $214,493. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,036
Holding current value
$214,493
% of portfolio
0.12%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

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 $607B
  • 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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