A detailed history of Connecticut Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 25,415 shares of JPM stock, worth $5.27 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
25,415
Previous 22,370 13.61%
Holding current value
$5.27 Million
Previous $4.48 Million 14.73%
% of portfolio
0.27%
Previous 0.24%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$180.08 - $204.79 $548,343 - $623,585
3,045 Added 13.61%
25,415 $5.14 Million
Q1 2024

May 01, 2024

SELL
$167.09 - $200.3 $337,521 - $404,606
-2,020 Reduced 8.28%
22,370 $4.48 Million
Q4 2023

Feb 06, 2024

BUY
$135.69 - $170.3 $788,223 - $989,272
5,809 Added 31.26%
24,390 $4.15 Million
Q3 2023

Oct 19, 2023

BUY
$143.21 - $158.0 $1.15 Million - $1.27 Million
8,028 Added 76.07%
18,581 $2.69 Million
Q2 2023

Jul 25, 2023

BUY
$127.47 - $145.44 $294,455 - $335,966
2,310 Added 28.02%
10,553 $1.53 Million
Q1 2023

Apr 18, 2023

SELL
$124.91 - $143.8 $582,080 - $670,108
-4,660 Reduced 36.12%
8,243 $1.07 Million
Q4 2022

Jan 17, 2023

SELL
$101.96 - $137.84 $61,379 - $82,979
-602 Reduced 4.46%
12,903 $0
Q3 2022

Nov 02, 2022

BUY
$20.73 - $120.58 $435 - $2,532
21 Added 0.16%
13,505 $1.41 Million
Q2 2022

Jul 12, 2022

SELL
$112.61 - $135.91 $53,714 - $64,829
-477 Reduced 3.42%
13,484 $1.52 Million
Q1 2022

Apr 18, 2022

BUY
$128.3 - $168.44 $13,984 - $18,359
109 Added 0.79%
13,961 $1.9 Million
Q4 2021

Jan 24, 2022

SELL
$153.94 - $171.78 $602,059 - $671,831
-3,911 Reduced 22.02%
13,852 $2.19 Million
Q3 2021

Nov 02, 2021

SELL
$146.97 - $166.98 $55,995 - $63,619
-381 Reduced 2.1%
17,763 $2.91 Million
Q2 2021

Jul 29, 2021

SELL
$147.37 - $166.44 $741,418 - $837,359
-5,031 Reduced 21.71%
18,144 $2.82 Million
Q1 2021

Apr 29, 2021

BUY
$125.65 - $157.65 $235,342 - $295,278
1,873 Added 8.79%
23,175 $1.15 Million
Q4 2020

Jan 29, 2021

SELL
$96.54 - $127.07 $14,094 - $18,552
-146 Reduced 0.68%
21,302 $2.71 Million
Q3 2020

Oct 13, 2020

BUY
$91.28 - $103.82 $421,074 - $478,921
4,613 Added 27.4%
21,448 $2.07 Million
Q2 2020

Jul 14, 2020

SELL
$84.03 - $113.45 $6,890 - $9,302
-82 Reduced 0.48%
16,835 $1.58 Million
Q1 2020

Apr 20, 2020

SELL
$79.03 - $141.09 $16,596 - $29,628
-210 Reduced 1.23%
16,917 $1.52 Million
Q4 2019

Jan 29, 2020

SELL
$111.82 - $139.4 $56,021 - $69,839
-501 Reduced 2.84%
17,127 $2.39 Million
Q3 2019

Oct 24, 2019

BUY
$104.8 - $120.23 $504,716 - $579,027
4,816 Added 37.59%
17,628 $2.08 Million
Q2 2019

Jul 29, 2019

BUY
$104.64 - $116.12 $595,192 - $660,490
5,688 Added 79.84%
12,812 $1.43 Million
Q1 2019

Apr 23, 2019

BUY
$97.11 - $107.19 $47,778 - $52,737
492 Added 7.42%
7,124 $721,000
Q4 2018

Jan 28, 2019

SELL
$92.14 - $115.32 $3,962 - $4,958
-43 Reduced 0.64%
6,632 $647,000
Q3 2018

Nov 14, 2018

BUY
$103.61 - $118.63 $53,566 - $61,331
517 Added 8.4%
6,675 $758,000
Q2 2018

Aug 07, 2018

SELL
$103.24 - $114.29 $6,710 - $7,428
-65 Reduced 1.04%
6,158 $647,000
Q1 2018

May 08, 2018

BUY
$107.01 - $118.77 $46,014 - $51,071
430 Added 7.42%
6,223 $671,000
Q4 2017

Feb 14, 2018

SELL
$95.86 - $107.83 $142,064 - $159,804
-1,482 Reduced 20.37%
5,793 $629,000
Q3 2017

Nov 08, 2017

BUY
$88.42 - $95.51 $643,255 - $694,835
7,275
7,275 $701,000

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 $608B
  • 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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