A detailed history of Pasadena Private Wealth, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Pasadena Private Wealth, LLC holds 5,090 shares of JPM stock, worth $1.21 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
5,090
Previous 3,288 54.81%
Holding current value
$1.21 Million
Previous $665,000 61.2%
% of portfolio
0.24%
Previous 0.16%

Shares

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

Nov 08, 2024

BUY
$194.9 - $224.8 $351,209 - $405,089
1,802 Added 54.81%
5,090 $1.07 Million
Q2 2024

Jul 19, 2024

SELL
$180.08 - $204.79 $13,506 - $15,359
-75 Reduced 2.23%
3,288 $665,000
Q1 2024

Apr 15, 2024

BUY
$167.09 - $200.3 $334 - $400
2 Added 0.06%
3,363 $673,000
Q4 2023

Jan 10, 2024

BUY
$135.69 - $170.3 $1,221 - $1,532
9 Added 0.27%
3,361 $571,000
Q3 2023

Oct 10, 2023

SELL
$143.21 - $158.0 $20,765 - $22,910
-145 Reduced 4.15%
3,352 $486,000
Q2 2023

Jul 11, 2023

BUY
$127.47 - $145.44 $4,971 - $5,672
39 Added 1.13%
3,497 $508,000
Q1 2023

Apr 19, 2023

BUY
$124.91 - $143.8 $249 - $287
2 Added 0.06%
3,458 $450,000
Q4 2022

Feb 02, 2023

SELL
$101.96 - $137.84 $16,721 - $22,605
-164 Reduced 4.53%
3,456 $463,000
Q3 2022

Nov 18, 2022

BUY
$20.73 - $120.58 $5,451 - $31,712
263 Added 7.83%
3,620 $378,000
Q2 2022

Aug 08, 2022

SELL
$112.61 - $135.91 $9,459 - $11,416
-84 Reduced 2.44%
3,357 $378,000
Q1 2022

Apr 21, 2022

SELL
$128.3 - $168.44 $533,856 - $700,878
-4,161 Reduced 54.74%
3,441 $469,000
Q4 2021

Feb 14, 2022

BUY
$153.94 - $171.78 $142,240 - $158,724
924 Added 13.84%
7,602 $1.2 Million
Q3 2021

Nov 09, 2021

BUY
$146.97 - $166.98 $9,700 - $11,020
66 Added 1.0%
6,678 $1.09 Million
Q2 2021

Aug 09, 2021

BUY
$147.37 - $166.44 $19,305 - $21,803
131 Added 2.02%
6,612 $1.03 Million
Q1 2021

Apr 30, 2021

BUY
$125.65 - $157.65 $3,769 - $4,729
30 Added 0.47%
6,481 $987,000
Q4 2020

Feb 10, 2021

SELL
$96.54 - $127.07 $52,614 - $69,253
-545 Reduced 7.79%
6,451 $820,000
Q3 2020

Nov 09, 2020

BUY
$91.28 - $103.82 $19,351 - $22,009
212 Added 3.13%
6,996 $673,000
Q2 2020

Aug 05, 2020

BUY
$84.03 - $113.45 $54,871 - $74,082
653 Added 10.65%
6,784 $638,000
Q1 2020

May 04, 2020

BUY
$79.03 - $141.09 $140,831 - $251,422
1,782 Added 40.97%
6,131 $578,000
Q4 2019

Jan 15, 2020

BUY
$111.82 - $139.4 $223 - $278
2 Added 0.05%
4,349 $606,000
Q3 2019

Oct 16, 2019

BUY
$104.8 - $120.23 $209 - $240
2 Added 0.05%
4,347 $512,000
Q2 2019

Aug 06, 2019

BUY
$104.64 - $116.12 $209 - $232
2 Added 0.05%
4,345 $486,000
Q1 2019

May 10, 2019

BUY
$97.11 - $107.19 $421,748 - $465,526
4,343 New
4,343 $440,000

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 $697B
  • 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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