Campbell Wealth Management Jpmorgan Chase & CO Transaction History

Campbell Wealth Management

$1.11 Billion
Q4 2024

A detailed history of Campbell Wealth Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Campbell Wealth Management holds 2,201 shares of JPM stock, worth $657,262. This represents 0.05% of its overall portfolio holdings.

Number of Shares

2,201

Previous 1,889 16.52%

Holding current value

$657,262

Previous $398,000 32.66%

% of portfolio

0.05%

Previous 0.04%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$205.18 - $250.29 $64,016 - $78,090	312 Added 16.52%	2,201 $528,000
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

# of Institutions

5,235

Shares Held

2.04B

Call Options Held

23.3M

Put Options Held

26.3M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $876B
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 ...

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Campbell Wealth Management Jpmorgan Chase & CO Transaction History