Brown Miller Wealth Management, LLC Jpmorgan Chase & CO Transaction History

Brown Miller Wealth Management, LLC

$227 Million
Q1 2024

A detailed history of Brown Miller Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Brown Miller Wealth Management, LLC holds 45,284 shares of JPM stock, worth $9.4 Million. This represents 4.0% of its overall portfolio holdings.

Number of Shares

45,284

Previous 43,925 3.09%

Holding current value

$9.4 Million

Previous $7.47 Million 21.39%

% of portfolio

4.0%

Previous 3.73%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 17, 2024	BUY	$167.09 - $200.3 $227,075 - $272,207	1,359 Added 3.09%	45,284 $9.07 Million
Q4 2023 Jan 18, 2024	SELL	$135.69 - $170.3 $20,217 - $25,374	-149 Reduced 0.34%	43,925 $7.47 Million
Q3 2023 Oct 17, 2023	BUY	$143.21 - $158.0 $82,632 - $91,166	577 Added 1.33%	44,074 $6.39 Million
Q2 2023 Jul 18, 2023	BUY	$127.47 - $145.44 $34,161 - $38,977	268 Added 0.62%	43,497 $6.33 Million
Q1 2023 Apr 10, 2023	SELL	$124.91 - $143.8 $435,311 - $501,143	-3,485 Reduced 7.46%	43,229 $5.63 Million

Q4 2022 Jan 12, 2023	BUY	$101.96 - $137.84 $66,070 - $89,320	648 Added 1.41%	46,714 $6.26 Million
Q3 2022 Oct 11, 2022	BUY	$20.73 - $120.58 $36,132 - $210,170	1,743 Added 3.93%	46,066 $4.81 Million
Q2 2022 Jul 18, 2022	BUY	$112.61 - $135.91 $57,431 - $69,314	510 Added 1.16%	44,323 $4.99 Million
Q1 2022 Apr 14, 2022	BUY	$128.3 - $168.44 $545,916 - $716,712	4,255 Added 10.76%	43,813 $5.97 Million
Q4 2021 Jan 25, 2022	SELL	$153.94 - $171.78 $232,141 - $259,044	-1,508 Reduced 3.67%	39,558 $6.26 Million
Q3 2021 Oct 20, 2021	BUY	$146.97 - $166.98 $49,822 - $56,606	339 Added 0.83%	41,066 $6.72 Million
Q2 2021 Jul 26, 2021	BUY	$147.37 - $166.44 $88,569 - $100,030	601 Added 1.5%	40,727 $6.33 Million
Q1 2021 Apr 21, 2021	SELL	$125.65 - $157.65 $27,014 - $33,894	-215 Reduced 0.53%	40,126 $6.11 Million
Q4 2020 Jan 26, 2021	BUY	$96.54 - $127.07 $3.89 Million - $5.13 Million	40,341 New	40,341 $5.13 Million

Others Institutions Holding JPM

# of Institutions

4,429

Shares Held

1.98B

Call Options Held

35.5M

Put Options Held

32.6M

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 $609B
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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Brown Miller Wealth Management, LLC Jpmorgan Chase & CO Transaction History