A detailed history of Bridgewealth Advisory Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Bridgewealth Advisory Group, LLC holds 3,691 shares of JPM stock, worth $755,879. This represents 0.36% of its overall portfolio holdings.

Number of Shares
3,691
Previous 4,097 9.91%
Holding current value
$755,879
Previous $697 Million 6.1%
% of portfolio
0.36%
Previous 0.53%

Shares

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

Apr 18, 2024

SELL
$167.09 - $200.3 $67,838 - $81,321
-406 Reduced 9.91%
3,691 $739 Million
Q4 2023

Feb 05, 2024

SELL
$135.69 - $170.3 $18,318 - $22,990
-135 Reduced 3.19%
4,097 $697 Million
Q3 2023

Nov 09, 2023

BUY
$143.21 - $158.0 $429 - $474
3 Added 0.07%
4,232 $614 Million
Q2 2023

Aug 14, 2023

SELL
$127.47 - $145.44 $25,111 - $28,651
-197 Reduced 4.45%
4,229 $615 Million
Q1 2023

May 15, 2023

BUY
$124.91 - $143.8 $249 - $287
2 Added 0.05%
4,426 $577 Million
Q4 2022

Feb 24, 2023

BUY
$101.96 - $137.84 $451,071 - $609,804
4,424 New
4,424 $593 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 $601B
  • 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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