A detailed history of Bok Financial Private Wealth, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Bok Financial Private Wealth, Inc. holds 25,392 shares of JPM stock, worth $5.58 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
25,392
Previous 25,630 0.93%
Holding current value
$5.58 Million
Previous $5.13 Million 0.04%
% of portfolio
0.37%
Previous 0.38%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$180.08 - $204.79 $42,859 - $48,740
-238 Reduced 0.93%
25,392 $5.14 Million
Q1 2024

Apr 30, 2024

SELL
$167.09 - $200.3 $127,155 - $152,428
-761 Reduced 2.88%
25,630 $5.13 Million
Q4 2023

Jan 30, 2024

SELL
$135.69 - $170.3 $164,727 - $206,744
-1,214 Reduced 4.4%
26,391 $4.49 Million
Q3 2023

Oct 13, 2023

SELL
$143.21 - $158.0 $386,237 - $426,126
-2,697 Reduced 8.9%
27,605 $4 Million
Q2 2023

Aug 08, 2023

SELL
$127.47 - $145.44 $520,842 - $594,267
-4,086 Reduced 11.88%
30,302 $4.41 Million
Q1 2023

Apr 21, 2023

BUY
$124.91 - $143.8 $105,548 - $121,511
845 Added 2.52%
34,388 $4.48 Million
Q4 2022

Feb 02, 2023

SELL
$101.96 - $137.84 $78,917 - $106,688
-774 Reduced 2.26%
33,543 $4.5 Million
Q3 2022

Nov 07, 2022

BUY
$20.73 - $120.58 $498,121 - $2.9 Million
24,029 Added 233.56%
34,317 $3.59 Million
Q3 2022

Nov 04, 2022

SELL
$20.73 - $120.58 $498,432 - $2.9 Million
-24,044 Reduced 70.03%
10,288 $1.21 Million
Q2 2022

Aug 15, 2022

SELL
$112.61 - $135.91 $2.56 Million - $3.09 Million
-22,738 Reduced 39.84%
34,332 $3.87 Million
Q1 2022

May 09, 2022

BUY
$128.3 - $168.44 $88,783 - $116,560
692 Added 1.23%
57,070 $7.78 Million
Q4 2021

Feb 15, 2022

SELL
$153.94 - $171.78 $34,174 - $38,135
-222 Reduced 0.39%
56,378 $8.93 Million
Q3 2021

Nov 15, 2021

BUY
$146.97 - $166.98 $6.81 Million - $7.73 Million
46,312 Added 450.16%
56,600 $9.26 Million
Q3 2021

Nov 09, 2021

SELL
$146.97 - $166.98 $6.44 Million - $7.32 Million
-43,844 Reduced 80.99%
10,288 $1.21 Million
Q2 2021

Aug 03, 2021

BUY
$147.37 - $166.44 $353,835 - $399,622
2,401 Added 4.64%
54,132 $8.42 Million
Q1 2021

May 12, 2021

SELL
$125.65 - $157.65 $63,830 - $80,086
-508 Reduced 0.97%
51,731 $7.88 Million
Q4 2020

Feb 01, 2021

SELL
$96.54 - $127.07 $79,742 - $104,959
-826 Reduced 1.56%
52,239 $6.64 Million
Q3 2020

Nov 06, 2020

SELL
$91.28 - $103.82 $360,556 - $410,089
-3,950 Reduced 6.93%
53,065 $5.11 Million
Q2 2020

Aug 13, 2020

SELL
$84.03 - $113.45 $798,537 - $1.08 Million
-9,503 Reduced 14.29%
57,015 $5.36 Million
Q1 2020

May 07, 2020

SELL
$79.03 - $141.09 $2.71 Million - $4.84 Million
-34,290 Reduced 34.02%
66,518 $5.99 Million
Q4 2019

Feb 05, 2020

BUY
$111.82 - $139.4 $10.1 Million - $12.6 Million
90,520 Added 879.86%
100,808 $14.1 Million
Q3 2019

Nov 08, 2019

BUY
$104.8 - $120.23 $87,927 - $100,872
839 Added 8.88%
10,288 $1.21 Million
Q2 2019

Aug 01, 2019

SELL
$104.64 - $116.12 $124,521 - $138,182
-1,190 Reduced 11.19%
9,449 $0
Q1 2019

Apr 30, 2019

SELL
$97.11 - $107.19 $62,733 - $69,244
-646 Reduced 5.72%
10,639 $1.08 Million
Q4 2018

Feb 13, 2019

BUY
$92.14 - $115.32 $254,767 - $318,859
2,765 Added 32.45%
11,285 $1.1 Million
Q3 2018

Oct 23, 2018

SELL
$103.61 - $118.63 $621 - $711
-6 Reduced 0.07%
8,520 $961,000
Q2 2018

Aug 08, 2018

SELL
$103.24 - $114.29 $105,821 - $117,147
-1,025 Reduced 10.73%
8,526 $888,000
Q1 2018

May 09, 2018

SELL
$107.01 - $118.77 $95,773 - $106,299
-895 Reduced 8.57%
9,551 $1.05 Million
Q4 2017

Feb 05, 2018

SELL
$95.86 - $107.83 $39,973 - $44,965
-417 Reduced 3.84%
10,446 $1.12 Million
Q3 2017

Nov 06, 2017

BUY
$88.42 - $95.51 $960,506 - $1.04 Million
10,863
10,863 $1.04 Million

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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