A detailed history of Buckley Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Buckley Wealth Management, LLC holds 63,834 shares of JPM stock, worth $16 Million. This represents 4.22% of its overall portfolio holdings.

Number of Shares
63,834
Previous 64,502 1.04%
Holding current value
$16 Million
Previous $13 Million 3.13%
% of portfolio
4.22%
Previous 4.19%

Shares

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

Oct 18, 2024

SELL
$194.9 - $224.8 $130,193 - $150,166
-668 Reduced 1.04%
63,834 $13.5 Million
Q2 2024

Jul 23, 2024

SELL
$180.08 - $204.79 $62,847 - $71,471
-349 Reduced 0.54%
64,502 $13 Million
Q1 2024

Apr 15, 2024

SELL
$167.09 - $200.3 $300,929 - $360,740
-1,801 Reduced 2.7%
64,851 $13 Million
Q4 2023

Jan 18, 2024

SELL
$135.69 - $170.3 $104,481 - $131,131
-770 Reduced 1.14%
66,652 $11.3 Million
Q3 2023

Oct 13, 2023

SELL
$143.21 - $158.0 $300,024 - $331,010
-2,095 Reduced 3.01%
67,422 $9.78 Million
Q2 2023

Jul 11, 2023

SELL
$127.47 - $145.44 $31,994 - $36,505
-251 Reduced 0.36%
69,517 $10.1 Million
Q1 2023

Apr 14, 2023

SELL
$124.91 - $143.8 $349,872 - $402,783
-2,801 Reduced 3.86%
69,768 $9.09 Million
Q4 2022

Feb 09, 2023

SELL
$101.96 - $137.84 $303,432 - $410,211
-2,976 Reduced 3.94%
72,569 $9.73 Million
Q3 2022

Nov 14, 2022

SELL
$20.73 - $120.58 $10,966 - $63,786
-529 Reduced 0.7%
75,545 $7.89 Million
Q2 2022

Aug 04, 2022

BUY
$112.61 - $135.91 $2.07 Million - $2.5 Million
18,394 Added 31.89%
76,074 $8.57 Million
Q1 2022

May 06, 2022

BUY
$128.3 - $168.44 $213,362 - $280,115
1,663 Added 2.97%
57,680 $7.86 Million
Q4 2021

Feb 02, 2022

SELL
$153.94 - $171.78 $96,674 - $107,877
-628 Reduced 1.11%
56,017 $8.87 Million
Q3 2021

Nov 09, 2021

SELL
$146.97 - $166.98 $7,201 - $8,182
-49 Reduced 0.09%
56,645 $9.27 Million
Q2 2021

Jul 27, 2021

SELL
$147.37 - $166.44 $12,231 - $13,814
-83 Reduced 0.15%
56,694 $8.82 Million
Q1 2021

Apr 30, 2021

SELL
$125.65 - $157.65 $236,347 - $296,539
-1,881 Reduced 3.21%
56,777 $8.64 Million
Q4 2020

Jan 20, 2021

SELL
$96.54 - $127.07 $50,780 - $66,838
-526 Reduced 0.89%
58,658 $7.45 Million
Q3 2020

Oct 19, 2020

SELL
$91.28 - $103.82 $118,207 - $134,446
-1,295 Reduced 2.14%
59,184 $5.7 Million
Q2 2020

Jul 15, 2020

SELL
$84.03 - $113.45 $41,678 - $56,271
-496 Reduced 0.81%
60,479 $5.69 Million
Q1 2020

Apr 10, 2020

BUY
$79.03 - $141.09 $77,844 - $138,973
985 Added 1.64%
60,975 $5.49 Million
Q4 2019

Jan 16, 2020

SELL
$111.82 - $139.4 $206,084 - $256,914
-1,843 Reduced 2.98%
59,990 $8.36 Million
Q3 2019

Oct 11, 2019

SELL
$104.8 - $120.23 $195,137 - $223,868
-1,862 Reduced 2.92%
61,833 $7.28 Million
Q2 2019

Jul 19, 2019

SELL
$104.64 - $116.12 $55,459 - $61,543
-530 Reduced 0.83%
63,695 $7.12 Million
Q1 2019

Apr 11, 2019

BUY
$97.11 - $107.19 $73,997 - $81,678
762 Added 1.2%
64,225 $6.5 Million
Q4 2018

Feb 01, 2019

BUY
$92.14 - $115.32 $730,485 - $914,256
7,928 Added 14.28%
63,463 $6.2 Million
Q3 2018

Oct 25, 2018

SELL
$103.61 - $118.63 $24,451 - $27,996
-236 Reduced 0.42%
55,535 $6.27 Million
Q2 2018

Jul 31, 2018

BUY
$103.24 - $114.29 $58,846 - $65,145
570 Added 1.03%
55,771 $5.81 Million
Q1 2018

May 08, 2018

SELL
$107.01 - $118.77 $21,402 - $23,754
-200 Reduced 0.36%
55,201 $6.07 Million
Q4 2017

Feb 07, 2018

BUY
$95.86 - $107.83 $5.31 Million - $5.97 Million
55,401
55,401 $5.93 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 $734B
  • 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
Track This Portfolio

Track Buckley Wealth Management, LLC Portfolio

Follow Buckley Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Buckley Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Buckley Wealth Management, LLC with notifications on news.