A detailed history of Iron Bridge Private Wealth, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Iron Bridge Private Wealth, LLC holds 1,749 shares of JPM stock, worth $368,654. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,749
Previous 1,740 0.52%
Holding current value
$368,654
Previous $348,000 1.44%
% of portfolio
0.14%
Previous 0.15%

Shares

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

Aug 14, 2024

BUY
$180.08 - $204.79 $1,620 - $1,843
9 Added 0.52%
1,749 $353,000
Q1 2024

May 15, 2024

SELL
$167.09 - $200.3 $9,022 - $10,816
-54 Reduced 3.01%
1,740 $348,000
Q4 2023

Feb 12, 2024

BUY
$135.69 - $170.3 $19,810 - $24,863
146 Added 8.86%
1,794 $305,000
Q3 2023

Nov 13, 2023

BUY
$143.21 - $158.0 $9,308 - $10,270
65 Added 4.11%
1,648 $238,000
Q2 2023

Aug 08, 2023

BUY
$127.47 - $145.44 $1,402 - $1,599
11 Added 0.7%
1,583 $230,000
Q1 2023

Apr 12, 2023

SELL
$124.91 - $143.8 $68,950 - $79,377
-552 Reduced 25.99%
1,572 $204,000
Q4 2022

Feb 14, 2023

SELL
$101.96 - $137.84 $827,915 - $1.12 Million
-8,120 Reduced 79.27%
2,124 $284,000
Q3 2022

Oct 24, 2022

BUY
$20.73 - $120.58 $212,358 - $1.24 Million
10,244 New
10,244 $1.07 Million
Q2 2022

Jul 27, 2022

SELL
$112.61 - $135.91 $182,540 - $220,310
-1,621 Closed
0 $0
Q1 2022

May 16, 2022

SELL
$128.3 - $168.44 $74,542 - $97,863
-581 Reduced 26.39%
1,621 $221,000
Q4 2021

Feb 17, 2022

BUY
$153.94 - $171.78 $1,539 - $1,717
10 Added 0.46%
2,202 $349,000
Q3 2021

Jan 12, 2022

BUY
$146.97 - $166.98 $1,322 - $1,502
9 Added 0.41%
2,192 $359,000
Q2 2021

Sep 01, 2021

BUY
$147.37 - $166.44 $1,473 - $1,664
10 Added 0.46%
2,183 $340,000
Q1 2021

Jun 21, 2021

SELL
$125.65 - $157.65 $9,172 - $11,508
-73 Reduced 3.25%
2,173 $331,000
Q4 2020

Mar 24, 2021

BUY
$96.54 - $127.07 $216,828 - $285,399
2,246 New
2,246 $285,000

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 $618B
  • 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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