A detailed history of Bsw Wealth Partners transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Bsw Wealth Partners holds 11,887 shares of JPM stock, worth $2.85 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
11,887
Previous 10,792 10.15%
Holding current value
$2.85 Million
Previous $2.18 Million 14.8%
% of portfolio
0.38%
Previous 0.36%

Shares

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

Oct 29, 2024

BUY
$194.9 - $224.8 $213,415 - $246,156
1,095 Added 10.15%
11,887 $2.51 Million
Q2 2024

Jul 16, 2024

SELL
$180.08 - $204.79 $43,399 - $49,354
-241 Reduced 2.18%
10,792 $2.18 Million
Q1 2024

Apr 23, 2024

SELL
$167.09 - $200.3 $25,397 - $30,445
-152 Reduced 1.36%
11,033 $2.21 Million
Q4 2023

Jan 25, 2024

SELL
$135.69 - $170.3 $83,585 - $104,904
-616 Reduced 5.22%
11,185 $1.9 Million
Q3 2023

Oct 27, 2023

SELL
$143.21 - $158.0 $19,190 - $21,172
-134 Reduced 1.12%
11,801 $1.71 Million
Q2 2023

Aug 11, 2023

BUY
$127.47 - $145.44 $5,991 - $6,835
47 Added 0.4%
11,935 $1.74 Million
Q1 2023

May 15, 2023

SELL
$124.91 - $143.8 $23,483 - $27,034
-188 Reduced 1.56%
11,888 $1.55 Million
Q4 2022

Feb 13, 2023

SELL
$101.96 - $137.84 $51,183 - $69,195
-502 Reduced 3.99%
12,076 $1.62 Million
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $2,840 - $16,519
137 Added 1.1%
12,578 $1.31 Million
Q2 2022

Aug 15, 2022

BUY
$112.61 - $135.91 $5,405 - $6,523
48 Added 0.39%
12,441 $1.4 Million
Q1 2022

May 16, 2022

BUY
$128.3 - $168.44 $56,580 - $74,282
441 Added 3.69%
12,393 $1.69 Million
Q4 2021

Feb 14, 2022

BUY
$153.94 - $171.78 $206,741 - $230,700
1,343 Added 12.66%
11,952 $1.89 Million
Q3 2021

Nov 15, 2021

SELL
$146.97 - $166.98 $172,983 - $196,535
-1,177 Reduced 9.99%
10,609 $1.74 Million
Q2 2021

Aug 16, 2021

BUY
$147.37 - $166.44 $59,979 - $67,741
407 Added 3.58%
11,786 $1.83 Million
Q1 2021

May 17, 2021

SELL
$125.65 - $157.65 $186,464 - $233,952
-1,484 Reduced 11.54%
11,379 $1.73 Million
Q4 2020

Feb 16, 2021

BUY
$96.54 - $127.07 $98,374 - $129,484
1,019 Added 8.6%
12,863 $1.64 Million
Q3 2020

Nov 13, 2020

BUY
$91.28 - $103.82 $15,608 - $17,753
171 Added 1.46%
11,844 $1.14 Million
Q2 2020

Aug 13, 2020

BUY
$84.03 - $113.45 $26,637 - $35,963
317 Added 2.79%
11,673 $1.1 Million
Q1 2020

May 14, 2020

BUY
$79.03 - $141.09 $4,346 - $7,759
55 Added 0.49%
11,356 $1.02 Million
Q4 2019

Feb 18, 2020

BUY
$111.82 - $139.4 $189,982 - $236,840
1,699 Added 17.69%
11,301 $1.58 Million
Q3 2019

Nov 12, 2019

BUY
$104.8 - $120.23 $15,824 - $18,154
151 Added 1.6%
9,602 $1.13 Million
Q2 2019

Aug 13, 2019

BUY
$104.64 - $116.12 $142,938 - $158,619
1,366 Added 16.9%
9,451 $1.06 Million
Q1 2019

May 14, 2019

BUY
$97.11 - $107.19 $23,791 - $26,261
245 Added 3.13%
8,085 $818,000
Q4 2018

Feb 13, 2019

BUY
$92.14 - $115.32 $92 - $115
1 Added 0.01%
7,840 $765,000
Q3 2018

Nov 09, 2018

BUY
$103.61 - $118.63 $207 - $237
2 Added 0.03%
7,839 $885,000
Q1 2018

May 10, 2018

SELL
$107.01 - $118.77 $143,821 - $159,626
-1,344 Reduced 14.64%
7,837 $862,000
Q4 2017

Feb 08, 2018

BUY
$95.86 - $107.83 $28,662 - $32,241
299 Added 3.37%
9,181 $982,000
Q3 2017

Nov 03, 2017

BUY
$88.42 - $95.51 $785,346 - $848,319
8,882
8,882 $848,000

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 $703B
  • 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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