A detailed history of Eads & Heald Wealth Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Eads & Heald Wealth Management holds 16,742 shares of JPM stock, worth $3.43 Million. This represents 1.56% of its overall portfolio holdings.

Number of Shares
16,742
Previous 18,286 8.44%
Holding current value
$3.43 Million
Previous $3.11 Million 7.81%
% of portfolio
1.56%
Previous 1.5%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024

SELL
$167.09 - $200.3 $257,986 - $309,263
-1,544 Reduced 8.44%
16,742 $3.35 Million
Q4 2023

Jan 30, 2024

SELL
$135.69 - $170.3 $50,612 - $63,521
-373 Reduced 2.0%
18,286 $3.11 Million
Q3 2023

Oct 27, 2023

SELL
$143.21 - $158.0 $65,017 - $71,732
-454 Reduced 2.38%
18,659 $2.71 Million
Q2 2023

Jul 25, 2023

SELL
$127.47 - $145.44 $89,993 - $102,680
-706 Reduced 3.56%
19,113 $2.78 Million
Q1 2023

Apr 21, 2023

SELL
$124.91 - $143.8 $25,106 - $28,903
-201 Reduced 1.0%
19,819 $2.58 Million
Q4 2022

Jan 27, 2023

BUY
$101.96 - $137.84 $24,368 - $32,943
239 Added 1.21%
20,020 $2.69 Million
Q3 2022

Oct 27, 2022

BUY
$20.73 - $120.58 $20,833 - $121,182
1,005 Added 5.35%
19,781 $2.07 Million
Q2 2022

Jul 26, 2022

BUY
$112.61 - $135.91 $92,903 - $112,125
825 Added 4.6%
18,776 $2.11 Million
Q1 2022

Apr 27, 2022

SELL
$128.3 - $168.44 $8,596 - $11,285
-67 Reduced 0.37%
17,951 $2.45 Million
Q4 2021

Jan 31, 2022

SELL
$153.94 - $171.78 $9,852 - $10,993
-64 Reduced 0.35%
18,018 $2.85 Million
Q3 2021

Oct 27, 2021

BUY
$146.97 - $166.98 $41,151 - $46,754
280 Added 1.57%
18,082 $2.96 Million
Q2 2021

Jul 30, 2021

SELL
$147.37 - $166.44 $45,979 - $51,929
-312 Reduced 1.72%
17,802 $2.77 Million
Q1 2021

Apr 29, 2021

SELL
$125.65 - $157.65 $15,203 - $19,075
-121 Reduced 0.66%
18,114 $2.76 Million
Q4 2020

Feb 02, 2021

BUY
$96.54 - $127.07 $23,555 - $31,005
244 Added 1.36%
18,235 $2.32 Million
Q3 2020

Nov 02, 2020

SELL
$91.28 - $103.82 $147,508 - $167,773
-1,616 Reduced 8.24%
17,991 $1.73 Million
Q2 2020

Jul 29, 2020

SELL
$84.03 - $113.45 $13,276 - $17,925
-158 Reduced 0.8%
19,607 $1.84 Million
Q1 2020

May 01, 2020

SELL
$79.03 - $141.09 $66,464 - $118,656
-841 Reduced 4.08%
19,765 $1.78 Million
Q4 2019

Jan 31, 2020

SELL
$111.82 - $139.4 $66,868 - $83,361
-598 Reduced 2.82%
20,606 $2.87 Million
Q3 2019

Oct 31, 2019

SELL
$104.8 - $120.23 $6,707 - $7,694
-64 Reduced 0.3%
21,204 $2.5 Million
Q2 2019

Jul 30, 2019

SELL
$104.64 - $116.12 $48,971 - $54,344
-468 Reduced 2.15%
21,268 $0
Q1 2019

Apr 26, 2019

BUY
$97.11 - $107.19 $33,988 - $37,516
350 Added 1.64%
21,736 $0
Q4 2018

Jan 31, 2019

SELL
$92.14 - $115.32 $33,446 - $41,861
-363 Reduced 1.67%
21,386 $2.09 Million
Q3 2018

Oct 31, 2018

SELL
$103.61 - $118.63 $47,660 - $54,569
-460 Reduced 2.07%
21,749 $0
Q2 2018

Jul 27, 2018

BUY
$103.24 - $114.29 $9,291 - $10,286
90 Added 0.41%
22,209 $0
Q1 2018

Apr 26, 2018

SELL
$107.01 - $118.77 $217,872 - $241,815
-2,036 Reduced 8.43%
22,119 $0
Q4 2017

Jan 31, 2018

SELL
$95.86 - $107.83 $33,646 - $37,848
-351 Reduced 1.43%
24,155 $0
Q3 2017

Oct 27, 2017

BUY
$88.42 - $95.51 $2.17 Million - $2.34 Million
24,506
24,506 $0

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 $601B
  • 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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