A detailed history of Blue Bell Private Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 2,556 shares of JPM stock, worth $638,463. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,556
Previous 2,944 13.18%
Holding current value
$638,463
Previous $595,000 9.58%
% of portfolio
0.11%
Previous 0.13%

Shares

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

Oct 28, 2024

SELL
$194.9 - $224.8 $75,621 - $87,222
-388 Reduced 13.18%
2,556 $538,000
Q2 2024

Aug 05, 2024

SELL
$180.08 - $204.79 $5,942 - $6,758
-33 Reduced 1.11%
2,944 $595,000
Q1 2024

Apr 24, 2024

BUY
$167.09 - $200.3 $4,177 - $5,007
25 Added 0.85%
2,977 $596,000
Q4 2023

Jan 25, 2024

BUY
$135.69 - $170.3 $34,058 - $42,745
251 Added 9.29%
2,952 $502,000
Q3 2023

Oct 30, 2023

BUY
$143.21 - $158.0 $15,180 - $16,748
106 Added 4.08%
2,701 $391,000
Q2 2023

Aug 08, 2023

BUY
$127.47 - $145.44 $63,735 - $72,720
500 Added 23.87%
2,595 $377,000
Q4 2022

Feb 03, 2023

SELL
$101.96 - $137.84 $14,784 - $19,986
-145 Reduced 6.47%
2,095 $280,000
Q2 2022

Aug 02, 2022

BUY
$112.61 - $135.91 $1,463 - $1,766
13 Added 0.58%
2,240 $252,000
Q4 2021

Jan 26, 2022

BUY
$153.94 - $171.78 $342,824 - $382,554
2,227 New
2,227 $353,000

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 $733B
  • 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
Track This Portfolio

Track Blue Bell Private Wealth Management, LLC Portfolio

Follow Blue Bell Private Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Blue Bell Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blue Bell Private Wealth Management, LLC with notifications on news.