A detailed history of Evermay Wealth Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Evermay Wealth Management LLC holds 20,905 shares of JPM stock, worth $4.29 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares
20,905
Previous 20,481 2.07%
Holding current value
$4.29 Million
Previous $3.48 Million 20.21%
% of portfolio
0.63%
Previous 0.65%

Shares

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

May 13, 2024

BUY
$167.09 - $200.3 $70,846 - $84,927
424 Added 2.07%
20,905 $4.19 Million
Q4 2023

Feb 09, 2024

SELL
$135.69 - $170.3 $230,673 - $289,510
-1,700 Reduced 7.66%
20,481 $3.48 Million
Q3 2023

Nov 13, 2023

SELL
$143.21 - $158.0 $24,918 - $27,492
-174 Reduced 0.78%
22,181 $3.22 Million
Q2 2023

Aug 10, 2023

SELL
$127.47 - $145.44 $34,161 - $38,977
-268 Reduced 1.18%
22,355 $3.25 Million
Q1 2023

May 15, 2023

SELL
$124.91 - $143.8 $94,431 - $108,712
-756 Reduced 3.23%
22,623 $2.95 Million
Q4 2022

Jan 19, 2023

BUY
$101.96 - $137.84 $43,231 - $58,444
424 Added 1.85%
23,379 $0
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $4,021 - $23,392
194 Added 0.85%
22,955 $2.4 Million
Q2 2022

Aug 15, 2022

SELL
$112.61 - $135.91 $19,706 - $23,784
-175 Reduced 0.76%
22,761 $2.56 Million
Q1 2022

May 16, 2022

SELL
$128.3 - $168.44 $65,561 - $86,072
-511 Reduced 2.18%
22,936 $3.13 Million
Q4 2021

Feb 14, 2022

SELL
$153.94 - $171.78 $21,243 - $23,705
-138 Reduced 0.59%
23,447 $3.71 Million
Q3 2021

Nov 12, 2021

SELL
$146.97 - $166.98 $152,260 - $172,991
-1,036 Reduced 4.21%
23,585 $3.86 Million
Q2 2021

Aug 13, 2021

SELL
$147.37 - $166.44 $38,021 - $42,941
-258 Reduced 1.04%
24,621 $3.83 Million
Q1 2021

May 10, 2021

SELL
$125.65 - $157.65 $77,023 - $96,639
-613 Reduced 2.4%
24,879 $3.79 Million
Q4 2020

Feb 16, 2021

SELL
$96.54 - $127.07 $135,542 - $178,406
-1,404 Reduced 5.22%
25,492 $3.24 Million
Q3 2020

Nov 05, 2020

BUY
$91.28 - $103.82 $1,643 - $1,868
18 Added 0.07%
26,896 $2.59 Million
Q2 2020

Jul 20, 2020

BUY
$84.03 - $113.45 $80,416 - $108,571
957 Added 3.69%
26,878 $2.53 Million
Q1 2020

Apr 24, 2020

BUY
$79.03 - $141.09 $82,665 - $147,580
1,046 Added 4.21%
25,921 $2.33 Million
Q4 2019

Feb 11, 2020

BUY
$111.82 - $139.4 $360,172 - $449,007
3,221 Added 14.87%
24,875 $3.47 Million
Q3 2019

Oct 29, 2019

BUY
$104.8 - $120.23 $27,352 - $31,380
261 Added 1.22%
21,654 $2.55 Million
Q2 2019

Jul 23, 2019

BUY
$104.64 - $116.12 $16,951 - $18,811
162 Added 0.76%
21,393 $2.39 Million
Q1 2019

May 03, 2019

BUY
$97.11 - $107.19 $54,478 - $60,133
561 Added 2.71%
21,231 $2.15 Million
Q4 2018

Jan 24, 2019

SELL
$92.14 - $115.32 $132,589 - $165,945
-1,439 Reduced 6.51%
20,670 $2.02 Million
Q3 2018

Oct 29, 2018

SELL
$103.61 - $118.63 $37,817 - $43,299
-365 Reduced 1.62%
22,109 $2.5 Million
Q2 2018

Aug 06, 2018

BUY
$103.24 - $114.29 $90,335 - $100,003
875 Added 4.05%
22,474 $2.34 Million
Q1 2018

May 04, 2018

BUY
$107.01 - $118.77 $72,338 - $80,288
676 Added 3.23%
21,599 $2.38 Million
Q4 2017

Feb 07, 2018

BUY
$95.86 - $107.83 $631,429 - $710,276
6,587 Added 45.95%
20,923 $2.24 Million
Q3 2017

Oct 23, 2017

BUY
$88.42 - $95.51 $1.27 Million - $1.37 Million
14,336
14,336 $1.37 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 $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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