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 45,352 shares of JPM stock, worth $10.8 Million. This represents 3.72% of its overall portfolio holdings.

Number of Shares
45,352
Previous 45,163 0.42%
Holding current value
$10.8 Million
Previous $9.13 Million 4.7%
% of portfolio
3.72%
Previous 3.79%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024

BUY
$194.9 - $224.8 $36,836 - $42,487
189 Added 0.42%
45,352 $9.56 Million
Q2 2024

Jul 12, 2024

SELL
$180.08 - $204.79 $21,789 - $24,779
-121 Reduced 0.27%
45,163 $9.13 Million
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

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 ...
More about JPM
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