A detailed history of Bordeaux Wealth Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 7,368 shares of JPM stock, worth $1.54 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
7,368
Previous 7,649 3.67%
Holding current value
$1.54 Million
Previous $1.3 Million 13.37%
% of portfolio
0.49%
Previous 0.44%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024

SELL
$167.09 - $200.3 $46,952 - $56,284
-281 Reduced 3.67%
7,368 $1.48 Million
Q4 2023

Feb 06, 2024

BUY
$135.69 - $170.3 $144,509 - $181,369
1,065 Added 16.18%
7,649 $1.3 Million
Q3 2023

Oct 27, 2023

SELL
$143.21 - $158.0 $5,155 - $5,688
-36 Reduced 0.54%
6,584 $954,000
Q2 2023

Aug 09, 2023

BUY
$127.47 - $145.44 $17,208 - $19,634
135 Added 2.08%
6,620 $962,000
Q1 2023

May 04, 2023

BUY
$124.91 - $143.8 $25,231 - $29,047
202 Added 3.22%
6,485 $845,000
Q4 2022

Feb 13, 2023

BUY
$101.96 - $137.84 $8,462 - $11,440
83 Added 1.34%
6,283 $842,000
Q3 2022

Nov 04, 2022

BUY
$20.73 - $120.58 $974 - $5,667
47 Added 0.76%
6,200 $648,000
Q2 2022

Jul 28, 2022

SELL
$112.61 - $135.91 $31,080 - $37,511
-276 Reduced 4.29%
6,153 $693,000
Q1 2022

May 03, 2022

BUY
$128.3 - $168.44 $102,768 - $134,920
801 Added 14.23%
6,429 $876,000
Q4 2021

Jan 27, 2022

BUY
$153.94 - $171.78 $231,371 - $258,185
1,503 Added 36.44%
5,628 $891,000
Q3 2021

Nov 08, 2021

BUY
$146.97 - $166.98 $67,165 - $76,309
457 Added 12.46%
4,125 $675,000
Q2 2021

Jul 30, 2021

BUY
$147.37 - $166.44 $66,316 - $74,898
450 Added 13.98%
3,668 $571,000
Q1 2021

Apr 26, 2021

SELL
$125.65 - $157.65 $1,759 - $2,207
-14 Reduced 0.43%
3,218 $490,000
Q4 2020

Feb 04, 2021

BUY
$96.54 - $127.07 $312,017 - $410,690
3,232 New
3,232 $411,000

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 $612B
  • 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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