Colonial River Wealth Management, LLC Jpmorgan Chase & CO Transaction History

Colonial River Wealth Management, LLC

$177 Million
Q1 2024

A detailed history of Colonial River Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Colonial River Wealth Management, LLC holds 7,892 shares of JPM stock, worth $1.62 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares

7,892

Previous 7,330 7.67%

Holding current value

$1.62 Million

Previous $1.25 Million 26.81%

% of portfolio

0.89%

Previous 0.74%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	BUY	$167.09 - $200.3 $93,904 - $112,568	562 Added 7.67%	7,892 $1.58 Million
Q4 2023 Jan 23, 2024	SELL	$135.69 - $170.3 $535,568 - $672,174	-3,947 Reduced 35.0%	7,330 $1.25 Million
Q3 2023 Nov 03, 2023	BUY	$143.21 - $158.0 $1.24 Million - $1.36 Million	8,626 Added 325.39%	11,277 $1.64 Million
Q2 2023 Aug 08, 2023	SELL	$127.47 - $145.44 $707,331 - $807,046	-5,549 Reduced 67.67%	2,651 $385,000
Q1 2023 May 04, 2023	SELL	$124.91 - $143.8 $139,149 - $160,193	-1,114 Reduced 11.96%	8,200 $1.07 Million

Q4 2022 Feb 10, 2023	BUY	$101.96 - $137.84 $46,901 - $63,406	460 Added 5.2%	9,314 $1.25 Million
Q3 2022 Nov 14, 2022	BUY	$20.73 - $120.58 $103 - $602	5 Added 0.06%	8,854 $925,000
Q2 2022 Aug 15, 2022	BUY	$112.61 - $135.91 $146,167 - $176,411	1,298 Added 17.19%	8,849 $996,000
Q1 2022 Apr 15, 2022	BUY	$128.3 - $168.44 $185,265 - $243,227	1,444 Added 23.64%	7,551 $1.03 Million
Q4 2021 Feb 15, 2022	SELL	$153.94 - $171.78 $748,148 - $834,850	-4,860 Reduced 44.31%	6,107 $967,000
Q3 2021 Oct 25, 2021	BUY	$146.97 - $166.98 $693,404 - $787,811	4,718 Added 75.5%	10,967 $1.83 Million
Q2 2021 Aug 13, 2021	BUY	$147.37 - $166.44 $49,516 - $55,923	336 Added 5.68%	6,249 $972,000
Q1 2021 May 17, 2021	SELL	$125.65 - $157.65 $322,794 - $405,002	-2,569 Reduced 30.29%	5,913 $900,000
Q4 2020 Feb 19, 2021	BUY	$96.54 - $127.07 $818,852 - $1.08 Million	8,482 New	8,482 $1.18 Million

Others Institutions Holding JPM

# of Institutions

4,426

Shares Held

1.98B

Call Options Held

35.5M

Put Options Held

32.6M

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 $602B
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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Colonial River Wealth Management, LLC Jpmorgan Chase & CO Transaction History