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 13,001 shares of JPM stock, worth $3.25 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
13,001
Previous 13,289 2.17%
Holding current value
$3.25 Million
Previous $2.69 Million 1.97%
% of portfolio
0.13%
Previous 0.14%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$194.9 - $224.8 $56,131 - $64,742
-288 Reduced 2.17%
13,001 $2.74 Million
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 $733B
  • 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
Track This Portfolio

Track Gerber Kawasaki Wealth & Investment Management Portfolio

Follow Gerber Kawasaki Wealth & Investment Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gerber Kawasaki Wealth & Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Gerber Kawasaki Wealth & Investment Management with notifications on news.