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 $566,128. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,556
Previous 2,944 13.18%
Holding current value
$566,128
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 $650B
  • 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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