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 13,852 shares of JPM stock, worth $3.04 Million. This represents 1.46% of its overall portfolio holdings.

Number of Shares
13,852
Previous 7,679 80.39%
Holding current value
$3.04 Million
Previous $1.55 Million 87.96%
% of portfolio
1.46%
Previous 0.84%

Shares

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

Nov 04, 2024

BUY
$194.9 - $224.8 $1.2 Million - $1.39 Million
6,173 Added 80.39%
13,852 $2.92 Million
Q2 2024

Jul 19, 2024

SELL
$180.08 - $204.79 $38,357 - $43,620
-213 Reduced 2.7%
7,679 $1.55 Million
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

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $645B
  • 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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