A detailed history of Bt Wealth Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Bt Wealth Management LLC holds 3,061 shares of JPM stock, worth $737,027. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,061
Previous 3,674 16.68%
Holding current value
$737,027
Previous $415,000 16.87%
% of portfolio
0.1%
Previous 0.11%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 26, 2022

SELL
$112.61 - $135.91 $69,029 - $83,312
-613 Reduced 16.68%
3,061 $345,000
Q2 2022

Jul 15, 2022

BUY
$112.61 - $135.91 $112 - $135
1 Added 0.03%
3,674 $415,000
Q1 2022

Apr 21, 2022

BUY
$128.3 - $168.44 $3,592 - $4,716
28 Added 0.77%
3,673 $501,000
Q4 2021

Feb 11, 2022

BUY
$153.94 - $171.78 $101,600 - $113,374
660 Added 22.11%
3,645 $577,000
Q2 2021

Jul 28, 2021

SELL
$147.37 - $166.44 $5,157 - $5,825
-35 Reduced 1.16%
2,985 $464,000
Q1 2021

May 06, 2021

SELL
$125.65 - $157.65 $18,596 - $23,332
-148 Reduced 4.67%
3,020 $460,000
Q4 2020

Feb 04, 2021

SELL
$96.54 - $127.07 $12,550 - $16,519
-130 Reduced 3.94%
3,168 $403,000
Q3 2020

Oct 23, 2020

SELL
$91.28 - $103.82 $10,953 - $12,458
-120 Reduced 3.51%
3,298 $317,000
Q1 2020

Apr 29, 2020

SELL
$79.03 - $141.09 $11,459 - $20,458
-145 Reduced 4.07%
3,418 $308,000
Q4 2019

Jan 13, 2020

SELL
$111.82 - $139.4 $14,536 - $18,122
-130 Reduced 3.52%
3,563 $497,000
Q2 2019

Aug 12, 2019

BUY
$104.64 - $116.12 $26,160 - $29,030
250 Added 7.26%
3,693 $399,000
Q1 2019

Apr 15, 2019

SELL
$97.11 - $107.19 $343,575 - $379,238
-3,538 Reduced 50.68%
3,443 $349,000
Q4 2018

Feb 15, 2019

BUY
$92.14 - $115.32 $643,229 - $805,048
6,981 New
6,981 $715,000

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 $706B
  • 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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