Doyle Wealth Management Jpmorgan Chase & CO Transaction History

Doyle Wealth Management

$1.16 Billion
Q3 2022

A detailed history of Doyle Wealth Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Doyle Wealth Management holds 174,987 shares of JPM stock, worth $36.5 Million. This represents 1.57% of its overall portfolio holdings.

Number of Shares

174,987

Previous 172,878 1.22%

Holding current value

$36.5 Million

Previous $19.5 Million 6.07%

% of portfolio

1.57%

Previous 1.57%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 15, 2022	BUY	$20.73 - $120.58 $43,719 - $254,303	2,109 Added 1.22%	174,987 $18.3 Million
Q2 2022 Aug 10, 2022	BUY	$112.61 - $135.91 $51,575 - $62,246	458 Added 0.27%	172,878 $19.5 Million
Q1 2022 May 13, 2022	BUY	$128.3 - $168.44 $651,250 - $855,001	5,076 Added 3.03%	172,420 $23.5 Million
Q4 2021 Feb 11, 2022	BUY	$153.94 - $171.78 $2,463 - $2,748	16 Added 0.01%	167,344 $26.5 Million
Q3 2021 Nov 12, 2021	BUY	$146.97 - $166.98 $387,559 - $440,326	2,637 Added 1.6%	167,328 $27.4 Million

Q2 2021 Aug 03, 2021	BUY	$147.37 - $166.44 $99,327 - $112,180	674 Added 0.41%	164,691 $25.6 Million
Q1 2021 May 07, 2021	SELL	$125.65 - $157.65 $513,657 - $644,473	-4,088 Reduced 2.43%	164,017 $25 Million
Q4 2020 Feb 04, 2021	BUY	$96.54 - $127.07 $88,527 - $116,523	917 Added 0.55%	168,105 $21.4 Million
Q3 2020 Nov 13, 2020	BUY	$91.28 - $103.82 $254,853 - $289,865	2,792 Added 1.7%	167,188 $16.1 Million
Q2 2020 Aug 06, 2020	BUY	$84.03 - $113.45 $288,222 - $389,133	3,430 Added 2.13%	164,396 $15.5 Million
Q1 2020 Apr 29, 2020	SELL	$79.03 - $141.09 $185,878 - $331,843	-2,352 Reduced 1.44%	160,966 $14.5 Million
Q4 2019 Feb 11, 2020	SELL	$111.82 - $139.4 $155,206 - $193,487	-1,388 Reduced 0.84%	163,318 $22.8 Million
Q3 2019 Nov 05, 2019	SELL	$104.8 - $120.23 $47,998 - $55,065	-458 Reduced 0.28%	164,706 $19.4 Million
Q2 2019 Aug 15, 2019	SELL	$104.64 - $116.12 $56,296 - $62,472	-538 Reduced 0.32%	165,164 $18.5 Million
Q1 2019 May 13, 2019	SELL	$97.11 - $107.19 $254,816 - $281,266	-2,624 Reduced 1.56%	165,702 $18.6 Million
Q4 2018 Feb 08, 2019	BUY	$92.14 - $115.32 $220,030 - $275,384	2,388 Added 1.44%	168,326 $16.4 Million
Q3 2018 Nov 08, 2018	BUY	$103.61 - $118.63 $92,938 - $106,411	897 Added 0.54%	165,938 $18.7 Million
Q2 2018 Aug 08, 2018	SELL	$103.24 - $114.29 $72,164 - $79,888	-699 Reduced 0.42%	165,041 $17.2 Million
Q1 2018 May 11, 2018	SELL	$107.01 - $118.77 $464,316 - $515,343	-4,339 Reduced 2.55%	165,740 $18.2 Million
Q4 2017 Feb 07, 2018	SELL	$95.86 - $107.83 $616,283 - $693,239	-6,429 Reduced 3.64%	170,079 $18.2 Million
Q3 2017 Oct 25, 2017	BUY	$88.42 - $95.51 $15.6 Million - $16.9 Million	176,508	176,508 $16.9 Million

Others Institutions Holding JPM

# of Institutions

4,421

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 $613B
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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Doyle Wealth Management Jpmorgan Chase & CO Transaction History