A detailed history of Leith Wheeler Investment Counsel Ltd. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Leith Wheeler Investment Counsel Ltd. holds 43,107 shares of JPM stock, worth $9.16 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares
43,107
Previous 31,684 36.05%
Holding current value
$9.16 Million
Previous $6.35 Million 37.38%
% of portfolio
0.76%
Previous 0.63%

Shares

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

Jul 26, 2024

BUY
$180.08 - $204.79 $2.06 Million - $2.34 Million
11,423 Added 36.05%
43,107 $8.72 Million
Q1 2024

May 06, 2024

SELL
$167.09 - $200.3 $3.89 Million - $4.66 Million
-23,287 Reduced 42.36%
31,684 $6.35 Million
Q4 2023

Jan 08, 2024

BUY
$135.69 - $170.3 $3.7 Million - $4.65 Million
27,277 Added 98.49%
54,971 $9.35 Million
Q3 2023

Oct 26, 2023

BUY
$143.21 - $158.0 $58,716 - $64,780
410 Added 1.5%
27,694 $4.02 Million
Q2 2023

Jul 18, 2023

SELL
$127.47 - $145.44 $2.39 Million - $2.72 Million
-18,732 Reduced 40.71%
27,284 $3.97 Million
Q1 2023

May 10, 2023

BUY
$124.91 - $143.8 $2.82 Million - $3.25 Million
22,572 Added 96.28%
46,016 $6 Million
Q4 2022

Jan 11, 2023

BUY
$101.96 - $137.84 $327,291 - $442,466
3,210 Added 15.86%
23,444 $3.14 Million
Q3 2022

Oct 12, 2022

BUY
$20.73 - $120.58 $140,756 - $818,738
6,790 Added 50.51%
20,234 $2.11 Million
Q2 2022

Jul 14, 2022

BUY
$112.61 - $135.91 $823,742 - $994,181
7,315 Added 119.35%
13,444 $1.95 Million
Q1 2022

Apr 20, 2022

BUY
$128.3 - $168.44 $786,350 - $1.03 Million
6,129 New
6,129 $836,000

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 $623B
  • 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 Leith Wheeler Investment Counsel Ltd. Portfolio

Follow Leith Wheeler Investment Counsel Ltd. 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 Leith Wheeler Investment Counsel Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Leith Wheeler Investment Counsel Ltd. with notifications on news.