O'Brien Wealth Partners LLC Jpmorgan Chase & CO Transaction History

O'Brien Wealth Partners LLC

$419 Million
Q2 2024

A detailed history of O'Brien Wealth Partners LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, O'Brien Wealth Partners LLC holds 1,017 shares of JPM stock, worth $214,810. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,017

Previous 1,039 2.12%

Holding current value

$214,810

Previous $208,000 1.44%

% of portfolio

0.05%

Previous 0.05%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 22, 2024	SELL	$180.08 - $204.79 $3,961 - $4,505	-22 Reduced 2.12%	1,017 $205,000
Q1 2024 Apr 18, 2024	SELL	$167.09 - $200.3 $21,220 - $25,438	-127 Reduced 10.89%	1,039 $208,000
Q4 2023 Jan 25, 2024	BUY	$135.69 - $170.3 $44,777 - $56,199	330 Added 39.47%	1,166 $198,000
Q3 2023 Oct 24, 2023	BUY	$143.21 - $158.0 $2,577 - $2,844	18 Added 2.2%	836 $121,000
Q2 2023 Aug 07, 2023	BUY	$127.47 - $145.44 $5,991 - $6,835	47 Added 6.1%	818 $118,000
Q1 2023 May 08, 2023	SELL	$124.91 - $143.8 $16,862 - $19,413	-135 Reduced 14.9%	771 $100,000
Q4 2022 Feb 10, 2023	SELL	$101.96 - $137.84 $27,835 - $37,630	-273 Reduced 23.16%	906 $121,000
Q3 2022 Nov 14, 2022	SELL	$20.73 - $120.58 $601 - $3,496	-29 Reduced 2.4%	1,179 $123,000
Q2 2022 Jul 22, 2022	SELL	$112.61 - $135.91 $40,990 - $49,471	-364 Reduced 23.16%	1,208 $136,000
Q1 2022 May 10, 2022	BUY	$128.3 - $168.44 $85,704 - $112,517	668 Added 73.89%	1,572 $192,000
Q4 2021 Feb 09, 2022	SELL	$153.94 - $171.78 $11,699 - $13,055	-76 Reduced 7.76%	904 $141,000
Q3 2021 Oct 07, 2021	SELL	$146.97 - $166.98 $85,977 - $97,683	-585 Reduced 37.38%	980 $165,000
Q2 2021 Jul 12, 2021	SELL	$147.37 - $166.44 $86,653 - $97,866	-588 Reduced 27.31%	1,565 $243,000
Q1 2021 Apr 13, 2021	BUY	$125.65 - $157.65 $11,936 - $14,976	95 Added 4.62%	2,153 $334,000
Q4 2020 Jan 11, 2021	BUY	$96.54 - $127.07 $198,679 - $261,510	2,058 New	2,058 $280,000
Q1 2020 Apr 03, 2020	SELL	$79.03 - $141.09 $144,861 - $258,617	-1,833 Closed	0 $0
Q4 2019 Jan 07, 2020	BUY	$111.82 - $139.4 $204,966 - $255,520	1,833 New	1,833 $253,000
Q1 2019 Apr 05, 2019	SELL	$97.11 - $107.19 $108,666 - $119,945	-1,119 Closed	0 $0
Q4 2018 Jan 17, 2019	BUY	$92.14 - $115.32 $737 - $922	8 Added 0.72%	1,119 $115,000
Q3 2018 Oct 09, 2018	BUY	$103.61 - $118.63 $105,682 - $121,002	1,020 Added 1120.88%	1,111 $125,000
Q2 2018 Jul 11, 2018	SELL	$103.24 - $114.29 $109,434 - $121,147	-1,060 Reduced 92.09%	91 $9,000
Q1 2018 Apr 11, 2018	BUY	$107.01 - $118.77 $123,168 - $136,704	1,151 New	1,151 $127,000

Others Institutions Holding JPM

# of Institutions

4,538

Shares Held

2.01B

Call Options Held

26.2M

Put Options Held

29.1M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $620B
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 ...

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O'Brien Wealth Partners LLC Jpmorgan Chase & CO Transaction History