A detailed history of Onyx Bridge Wealth Group LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Onyx Bridge Wealth Group LLC holds 13,763 shares of JPM stock, worth $3.02 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
13,763
Previous 13,526 1.75%
Holding current value
$3.02 Million
Previous $2.74 Million 6.03%
% of portfolio
0.45%
Previous 0.46%

Shares

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

Oct 16, 2024

BUY
$194.9 - $224.8 $46,191 - $53,277
237 Added 1.75%
13,763 $2.9 Million
Q2 2024

Jul 22, 2024

SELL
$180.08 - $204.79 $75,453 - $85,807
-419 Reduced 3.0%
13,526 $2.74 Million
Q1 2024

Apr 29, 2024

BUY
$167.09 - $200.3 $535,523 - $641,961
3,205 Added 29.84%
13,945 $2.79 Million
Q4 2023

Jan 31, 2024

SELL
$135.69 - $170.3 $26,866 - $33,719
-198 Reduced 1.81%
10,740 $1.83 Million
Q3 2023

Oct 16, 2023

BUY
$143.21 - $158.0 $104,256 - $115,024
728 Added 7.13%
10,938 $1.59 Million
Q2 2023

Jul 25, 2023

BUY
$127.47 - $145.44 $60,165 - $68,647
472 Added 4.85%
10,210 $1.48 Million
Q1 2023

Apr 10, 2023

BUY
$124.91 - $143.8 $21,984 - $25,308
176 Added 1.84%
9,738 $1.27 Million
Q4 2022

Jan 11, 2023

BUY
$101.96 - $137.84 $31,607 - $42,730
310 Added 3.35%
9,562 $0
Q3 2022

Oct 13, 2022

SELL
$20.73 - $120.58 $6,281 - $36,535
-303 Reduced 3.17%
9,252 $959,000
Q2 2022

Jul 25, 2022

SELL
$112.61 - $135.91 $353,370 - $426,485
-3,138 Reduced 24.72%
9,555 $1.1 Million
Q1 2022

May 09, 2022

BUY
$128.3 - $168.44 $335,632 - $440,639
2,616 Added 25.96%
12,693 $1.54 Million
Q4 2021

Jan 18, 2022

BUY
$153.94 - $171.78 $82,050 - $91,558
533 Added 5.58%
10,077 $1.63 Million
Q3 2021

Oct 20, 2021

BUY
$146.97 - $166.98 $366,837 - $416,782
2,496 Added 35.41%
9,544 $1.59 Million
Q2 2021

Jul 20, 2021

BUY
$147.37 - $166.44 $261,729 - $295,597
1,776 Added 33.69%
7,048 $1.07 Million
Q1 2021

May 12, 2021

BUY
$125.65 - $157.65 $57,296 - $71,888
456 Added 9.47%
5,272 $803,000
Q4 2020

Feb 16, 2021

BUY
$96.54 - $127.07 $464,936 - $611,969
4,816 New
4,816 $612,000

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 $645B
  • 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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