Bordeaux Wealth Advisors LLC Jpmorgan Chase & CO Transaction History

Bordeaux Wealth Advisors LLC

$551 Million
Q3 2024

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 9,106 shares of JPM stock, worth $2.16 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

9,106

Previous 7,706 18.17%

Holding current value

$2.16 Million

Previous $1.56 Million 23.17%

% of portfolio

0.35%

Previous 0.3%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$194.9 - $224.8 $272,860 - $314,720	1,400 Added 18.17%	9,106 $1.92 Million
Q2 2024 Aug 02, 2024	BUY	$180.08 - $204.79 $60,867 - $69,219	338 Added 4.59%	7,706 $1.56 Million
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

# of Institutions

4,616

Shares Held

1.95B

Call Options Held

29.8M

Put Options Held

35.7M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $697B
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 ...

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Bordeaux Wealth Advisors LLC Jpmorgan Chase & CO Transaction History