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 $15.5 Million. This represents 4.22% of its overall portfolio holdings.

Number of Shares
63,834
Previous 64,502 1.04%
Holding current value
$15.5 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 $713B
  • 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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