A detailed history of Campbell Wealth Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Campbell Wealth Management holds 1,889 shares of JPM stock, worth $448,826. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,889
Previous 2,070 8.74%
Holding current value
$448,826
Previous $419,000 5.01%
% of portfolio
0.04%
Previous 0.14%

Shares

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

Oct 28, 2024

SELL
$194.9 - $224.8 $35,276 - $40,688
-181 Reduced 8.74%
1,889 $398,000
Q1 2024

May 09, 2024

BUY
$167.09 - $200.3 $23,392 - $28,042
140 Added 7.25%
2,070 $415,000
Q4 2023

Feb 08, 2024

SELL
$135.69 - $170.3 $61,874 - $77,656
-456 Reduced 19.11%
1,930 $328,000
Q3 2023

Nov 13, 2023

BUY
$143.21 - $158.0 $23,056 - $25,438
161 Added 7.24%
2,386 $346,000
Q2 2023

Jul 27, 2023

BUY
$127.47 - $145.44 $12,747 - $14,544
100 Added 4.71%
2,225 $324,000
Q1 2023

May 08, 2023

SELL
$124.91 - $143.8 $9,618 - $11,072
-77 Reduced 3.5%
2,125 $277,000
Q4 2022

Jan 10, 2023

BUY
$101.96 - $137.84 $4,486 - $6,064
44 Added 2.04%
2,202 $295,000
Q3 2022

Oct 11, 2022

SELL
$20.73 - $120.58 $1,575 - $9,164
-76 Reduced 3.4%
2,158 $226,000
Q2 2022

Aug 02, 2022

SELL
$112.61 - $135.91 $8,445 - $10,193
-75 Reduced 3.25%
2,234 $252,000
Q1 2022

May 18, 2022

BUY
$128.3 - $168.44 $128 - $168
1 Added 0.04%
2,309 $315,000
Q4 2021

Jan 27, 2022

BUY
$153.94 - $171.78 $26,015 - $29,030
169 Added 7.9%
2,308 $366,000
Q3 2021

Dec 22, 2022

SELL
$146.97 - $166.98 $2,792 - $3,172
-19 Reduced 0.88%
2,139 $350,000
Q3 2021

Oct 25, 2021

BUY
$146.97 - $166.98 $4,850 - $5,510
33 Added 1.57%
2,139 $350,000
Q2 2021

Jul 21, 2021

BUY
$147.37 - $166.44 $310,361 - $350,522
2,106 New
2,106 $328,000
Q3 2020

Nov 02, 2020

SELL
$91.28 - $103.82 $156,819 - $178,362
-1,718 Closed
0 $0
Q2 2020

Jul 23, 2020

BUY
$84.03 - $113.45 $144,363 - $194,907
1,718 New
1,718 $162,000
Q1 2020

Apr 17, 2020

SELL
$79.03 - $141.09 $165,725 - $295,865
-2,097 Closed
0 $0
Q4 2019

Jan 15, 2020

SELL
$111.82 - $139.4 $43,050 - $53,669
-385 Reduced 15.51%
2,097 $292,000
Q3 2019

Oct 07, 2019

SELL
$104.8 - $120.23 $12,680 - $14,547
-121 Reduced 4.65%
2,482 $292,000
Q2 2019

Aug 09, 2019

SELL
$104.64 - $116.12 $14,858 - $16,489
-142 Reduced 5.17%
2,603 $291,000
Q1 2019

May 13, 2019

BUY
$97.11 - $107.19 $37,484 - $41,375
386 Added 16.36%
2,745 $278,000
Q4 2018

Feb 14, 2019

BUY
$92.14 - $115.32 $217,358 - $272,039
2,359 New
2,359 $230,000

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 $697B
  • 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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