Bruderman Asset Management, LLC Jpmorgan Chase & CO Transaction History

Bruderman Asset Management, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2019 Feb 13, 2020	SELL	$111.82 - $139.4 $486,976 - $607,087	-4,355 Closed	0 $0
Q3 2019 Nov 14, 2019	SELL	$104.8 - $120.23 $31,649 - $36,309	-302 Reduced 6.48%	4,355 $568,000
Q2 2019 Aug 12, 2019	SELL	$104.64 - $116.12 $160,308 - $177,895	-1,532 Reduced 24.75%	4,657 $521,000
Q1 2019 May 14, 2019	BUY	$97.11 - $107.19 $5,535 - $6,109	57 Added 0.93%	6,189 $627,000
Q4 2018 Feb 11, 2019	BUY	$92.14 - $115.32 $68,091 - $85,221	739 Added 13.7%	6,132 $599,000
Q3 2018 Nov 09, 2018	SELL	$103.61 - $118.63 $24,866 - $28,471	-240 Reduced 4.26%	5,393 $609,000
Q2 2018 Aug 15, 2018	SELL	$103.24 - $114.29 $33,965 - $37,601	-329 Reduced 5.52%	5,633 $587,000
Q1 2018 May 10, 2018	BUY	$107.01 - $118.77 $428 - $475	4 Added 0.07%	5,962 $656,000
Q4 2017 Feb 06, 2018	BUY	$95.86 - $107.83 $29,045 - $32,672	303 Added 5.36%	5,958 $637,000
Q3 2017 Nov 13, 2017	BUY	$88.42 - $95.51 $500,015 - $540,109	5,655	5,655 $540,000

4,617

1.95B

29.8M

35.7M

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $704B
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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