A detailed history of Buckingham Strategic Wealth, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 66,707 shares of JPM stock, worth $16.1 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
66,707
Previous 67,233 0.78%
Holding current value
$16.1 Million
Previous $13.5 Million 0.19%
% of portfolio
0.15%
Previous 0.15%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$180.08 - $204.79 $94,722 - $107,719
-526 Reduced 0.78%
66,707 $13.5 Million
Q1 2024

May 09, 2024

BUY
$167.09 - $200.3 $547,721 - $656,583
3,278 Added 5.13%
67,233 $13.5 Million
Q4 2023

Feb 14, 2024

BUY
$135.69 - $170.3 $90,369 - $113,419
666 Added 1.05%
63,955 $10.9 Million
Q3 2023

Nov 13, 2023

BUY
$143.21 - $158.0 $32,508 - $35,866
227 Added 0.36%
63,289 $9.18 Million
Q2 2023

Aug 11, 2023

BUY
$127.47 - $145.44 $235,437 - $268,627
1,847 Added 3.02%
63,062 $9.17 Million
Q4 2022

Feb 13, 2023

SELL
$101.96 - $137.84 $98,391 - $133,015
-965 Reduced 1.55%
61,215 $8.21 Million
Q3 2022

Nov 07, 2022

BUY
$20.73 - $120.58 $3,192 - $18,569
154 Added 0.25%
62,180 $6.5 Million
Q2 2022

Aug 12, 2022

BUY
$112.61 - $135.91 $543,455 - $655,901
4,826 Added 8.44%
62,026 $6.99 Million
Q1 2022

May 10, 2022

BUY
$128.3 - $168.44 $136,896 - $179,725
1,067 Added 1.9%
57,200 $7.8 Million
Q4 2021

Feb 09, 2022

SELL
$153.94 - $171.78 $85,128 - $94,994
-553 Reduced 0.98%
56,133 $8.89 Million
Q3 2021

Nov 10, 2021

SELL
$146.97 - $166.98 $952,071 - $1.08 Million
-6,478 Reduced 10.26%
56,686 $9.28 Million
Q2 2021

Aug 06, 2021

BUY
$147.37 - $166.44 $126,001 - $142,306
855 Added 1.37%
63,164 $9.83 Million
Q1 2021

Apr 30, 2021

BUY
$125.65 - $157.65 $39,202 - $49,186
312 Added 0.5%
62,309 $9.49 Million
Q4 2020

Feb 16, 2021

SELL
$96.54 - $127.07 $1 Million - $1.32 Million
-10,405 Reduced 14.37%
61,997 $7.88 Million
Q3 2020

Nov 12, 2020

BUY
$91.28 - $103.82 $2.68 Million - $3.05 Million
29,357 Added 68.2%
72,402 $6.97 Million
Q2 2020

Aug 03, 2020

SELL
$84.03 - $113.45 $1.02 Million - $1.38 Million
-12,131 Reduced 21.99%
43,045 $4.05 Million
Q1 2020

May 07, 2020

BUY
$79.03 - $141.09 $720,279 - $1.29 Million
9,114 Added 19.79%
55,176 $4.97 Million
Q4 2019

Feb 04, 2020

BUY
$111.82 - $139.4 $76,373 - $95,210
683 Added 1.51%
46,062 $6.42 Million
Q3 2019

Nov 12, 2019

BUY
$104.8 - $120.23 $107,105 - $122,875
1,022 Added 2.3%
45,379 $5.34 Million
Q2 2019

Aug 05, 2019

BUY
$104.64 - $116.12 $189,607 - $210,409
1,812 Added 4.26%
44,357 $4.96 Million
Q1 2019

May 02, 2019

BUY
$97.11 - $107.19 $20,198 - $22,295
208 Added 0.49%
42,545 $4.31 Million
Q4 2018

Feb 11, 2019

BUY
$92.14 - $115.32 $399,795 - $500,373
4,339 Added 11.42%
42,337 $4.13 Million
Q3 2018

Nov 02, 2018

SELL
$103.61 - $118.63 $42,376 - $48,519
-409 Reduced 1.06%
37,998 $4.29 Million
Q2 2018

Aug 13, 2018

BUY
$103.24 - $114.29 $649,586 - $719,112
6,292 Added 19.59%
38,407 $4 Million
Q1 2018

May 14, 2018

BUY
$107.01 - $118.77 $46,870 - $52,021
438 Added 1.38%
32,115 $3.53 Million
Q4 2017

Feb 12, 2018

SELL
$95.86 - $107.83 $17,063 - $19,193
-178 Reduced 0.56%
31,677 $3.39 Million
Q3 2017

Nov 08, 2017

BUY
$88.42 - $95.51 $2.82 Million - $3.04 Million
31,855
31,855 $3.04 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 $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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