A detailed history of Gerber Kawasaki Wealth & Investment Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 13,289 shares of JPM stock, worth $2.94 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
13,289
Previous 13,037 1.93%
Holding current value
$2.94 Million
Previous $2.61 Million 2.91%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Aug 13, 2024

BUY
$180.08 - $204.79 $45,380 - $51,607
252 Added 1.93%
13,289 $2.69 Million
Q1 2024

May 13, 2024

BUY
$167.09 - $200.3 $360,078 - $431,646
2,155 Added 19.8%
13,037 $2.61 Million
Q4 2023

Feb 12, 2024

SELL
$135.69 - $170.3 $377,760 - $474,115
-2,784 Reduced 20.37%
10,882 $1.85 Million
Q3 2023

Nov 14, 2023

BUY
$143.21 - $158.0 $74,755 - $82,476
522 Added 3.97%
13,666 $1.98 Million
Q2 2023

Aug 10, 2023

BUY
$127.47 - $145.44 $374,251 - $427,011
2,936 Added 28.76%
13,144 $1.91 Million
Q1 2023

May 15, 2023

SELL
$124.91 - $143.8 $4,496 - $5,176
-36 Reduced 0.35%
10,208 $1.33 Million
Q4 2022

Feb 08, 2023

SELL
$101.96 - $137.84 $66,274 - $89,596
-650 Reduced 5.97%
10,244 $1.37 Million
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $5,016 - $29,180
242 Added 2.27%
10,894 $1.14 Million
Q2 2022

Aug 04, 2022

SELL
$112.61 - $135.91 $239,971 - $289,624
-2,131 Reduced 16.67%
10,652 $1.2 Million
Q1 2022

May 12, 2022

SELL
$128.3 - $168.44 $427,239 - $560,905
-3,330 Reduced 20.67%
12,783 $1.74 Million
Q4 2021

Feb 11, 2022

BUY
$153.94 - $171.78 $2.47 Million - $2.75 Million
16,017 Added 16684.38%
16,113 $2.55 Million
Q3 2021

Nov 15, 2021

SELL
$146.97 - $166.98 $2.42 Million - $2.75 Million
-16,481 Reduced 99.42%
96 $96,000
Q2 2021

Aug 11, 2021

SELL
$147.37 - $166.44 $128,506 - $145,135
-872 Reduced 5.0%
16,577 $2.58 Million
Q1 2021

May 07, 2021

BUY
$125.65 - $157.65 $1.4 Million - $1.76 Million
11,171 Added 177.94%
17,449 $2.66 Million
Q4 2020

Feb 09, 2021

SELL
$96.54 - $127.07 $28,962 - $38,121
-300 Reduced 4.56%
6,278 $797,000
Q3 2020

Nov 02, 2020

BUY
$91.28 - $103.82 $112,639 - $128,113
1,234 Added 23.09%
6,578 $633,000
Q2 2020

Aug 10, 2020

BUY
$84.03 - $113.45 $47,981 - $64,779
571 Added 11.96%
5,344 $502,000
Q1 2020

May 05, 2020

BUY
$79.03 - $141.09 $144,703 - $258,335
1,831 Added 62.24%
4,773 $429,000
Q4 2019

Feb 06, 2020

BUY
$111.82 - $139.4 $24,824 - $30,946
222 Added 8.16%
2,942 $409,000
Q3 2019

Nov 07, 2019

BUY
$104.8 - $120.23 $1,048 - $1,202
10 Added 0.37%
2,720 $320,000
Q2 2019

Aug 09, 2019

BUY
$104.64 - $116.12 $4,185 - $4,644
40 Added 1.5%
2,710 $302,000
Q1 2019

May 07, 2019

SELL
$97.11 - $107.19 $16,994 - $18,758
-175 Reduced 6.15%
2,670 $270,000
Q4 2018

Feb 08, 2019

SELL
$92.14 - $115.32 $104,671 - $131,003
-1,136 Reduced 28.54%
2,845 $277,000
Q3 2018

Nov 06, 2018

BUY
$103.61 - $118.63 $93,870 - $107,478
906 Added 29.46%
3,981 $451,000
Q2 2018

Aug 03, 2018

BUY
$103.24 - $114.29 $28,907 - $32,001
280 Added 10.02%
3,075 $323,000
Q1 2018

May 08, 2018

BUY
$107.01 - $118.77 $85,608 - $95,016
800 Added 40.1%
2,795 $307,000
Q4 2017

Feb 06, 2018

BUY
$95.86 - $107.83 $191,240 - $215,120
1,995
1,995 $213,000

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 $650B
  • 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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