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 1,785 shares of JPM stock, worth $436,896. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,785
Previous 1,749 2.06%
Holding current value
$436,896
Previous $353,000 6.52%
% of portfolio
0.15%
Previous 0.14%

Shares

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

Nov 14, 2024

BUY
$194.9 - $224.8 $7,016 - $8,092
36 Added 2.06%
1,785 $376,000
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 $718B
  • 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 Iron Bridge Private Wealth, LLC Portfolio

Follow Iron Bridge Private Wealth, LLC 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 Iron Bridge Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iron Bridge Private Wealth, LLC with notifications on news.