A detailed history of Bogart Wealth, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Bogart Wealth, LLC holds 38,320 shares of JPM stock, worth $8.42 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
38,320
Previous 43,253 11.4%
Holding current value
$8.42 Million
Previous $8.75 Million 7.67%
% of portfolio
0.38%
Previous 0.44%

Shares

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

Oct 22, 2024

SELL
$194.9 - $224.8 $961,441 - $1.11 Million
-4,933 Reduced 11.4%
38,320 $8.08 Million
Q2 2024

Jul 31, 2024

SELL
$180.08 - $204.79 $229,782 - $261,312
-1,276 Reduced 2.87%
43,253 $8.75 Million
Q1 2024

Apr 25, 2024

BUY
$167.09 - $200.3 $1.12 Million - $1.34 Million
6,677 Added 17.64%
44,529 $8.92 Million
Q4 2023

Feb 06, 2024

SELL
$135.69 - $170.3 $97,561 - $122,445
-719 Reduced 1.86%
37,852 $6.44 Million
Q3 2023

Oct 30, 2023

BUY
$143.21 - $158.0 $14,177 - $15,642
99 Added 0.26%
38,571 $5.59 Million
Q2 2023

Jul 28, 2023

BUY
$127.47 - $145.44 $158,955 - $181,363
1,247 Added 3.35%
38,472 $5.6 Million
Q1 2023

Apr 21, 2023

BUY
$124.91 - $143.8 $590,824 - $680,174
4,730 Added 14.56%
37,225 $4.85 Million
Q4 2022

Feb 06, 2023

SELL
$101.96 - $137.84 $412,326 - $557,424
-4,044 Reduced 11.07%
32,495 $4.36 Million
Q3 2022

Nov 03, 2022

BUY
$20.73 - $120.58 $147,328 - $856,962
7,107 Added 24.15%
36,539 $3.82 Million
Q2 2022

Jul 22, 2022

BUY
$112.61 - $135.91 $700,208 - $845,088
6,218 Added 26.79%
29,432 $3.31 Million
Q1 2022

Apr 22, 2022

BUY
$128.3 - $168.44 $490,490 - $643,946
3,823 Added 19.72%
23,214 $3.17 Million
Q4 2021

Jan 19, 2022

BUY
$153.94 - $171.78 $346,057 - $386,161
2,248 Added 13.11%
19,391 $3.07 Million
Q3 2021

Oct 15, 2021

BUY
$146.97 - $166.98 $419,893 - $477,061
2,857 Added 20.0%
17,143 $2.81 Million
Q2 2021

Aug 06, 2021

BUY
$147.37 - $166.44 $340,277 - $384,309
2,309 Added 19.28%
14,286 $2.22 Million
Q1 2021

Apr 16, 2021

BUY
$125.65 - $157.65 $322,040 - $404,056
2,563 Added 27.23%
11,977 $1.82 Million
Q4 2020

Jan 14, 2021

BUY
$96.54 - $127.07 $74,818 - $98,479
775 Added 8.97%
9,414 $1.2 Million
Q3 2020

Oct 06, 2020

SELL
$91.28 - $103.82 $15,061 - $17,130
-165 Reduced 1.87%
8,639 $831,000
Q2 2020

Jul 08, 2020

BUY
$84.03 - $113.45 $99,911 - $134,892
1,189 Added 15.61%
8,804 $828,000
Q1 2020

Apr 20, 2020

BUY
$79.03 - $141.09 $549,811 - $981,563
6,957 Added 1057.29%
7,615 $686,000
Q4 2019

Feb 10, 2020

BUY
$111.82 - $139.4 $14,424 - $17,982
129 Added 24.39%
658 $92,000
Q2 2019

Jul 11, 2019

SELL
$104.64 - $116.12 $418 - $464
-4 Reduced 0.75%
529 $59,000
Q1 2019

Apr 08, 2019

SELL
$97.11 - $107.19 $8,934 - $9,861
-92 Reduced 14.72%
533 $53,000
Q4 2018

Jan 15, 2019

BUY
$92.14 - $115.32 $9,214 - $11,532
100 Added 19.05%
625 $61,000
Q3 2018

Oct 16, 2018

BUY
$103.61 - $118.63 $7,667 - $8,778
74 Added 16.41%
525 $59,000
Q3 2017

Oct 12, 2017

BUY
$88.42 - $95.51 $39,877 - $43,075
451
451 $43,000

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 $645B
  • 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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