Perigon Wealth Management, LLC Jpmorgan Chase & CO Transaction History

Perigon Wealth Management, LLC

  • $3.67 Billion
  • Q3 2024

A detailed history of Perigon Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 119,625 shares of JPM stock, worth $29.9 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares
119,625
Previous 120,066 0.37%
Holding current value
$29.9 Million
Previous $24.3 Million 3.83%
% of portfolio
0.69%
Previous 0.71%

Shares

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

Oct 16, 2024
SELL
$194.9 - $224.8 $85,950 - $99,136
-441 Reduced 0.37%
119,625 $25.2 Million
Q2 2024

Aug 02, 2024
BUY
$180.08 - $204.79 $75,633 - $86,011
420 Added 0.35%
120,066 $24.3 Million
Q1 2024

Apr 29, 2024
SELL
$167.09 - $200.3 $1.41 Million - $1.69 Million
-8,432 Reduced 6.58%
119,646 $24 Million
Q4 2023

Jan 29, 2024
BUY
$135.69 - $170.3 $600,563 - $753,747
4,426 Added 3.58%
128,078 $21.8 Million
Q3 2023

Oct 30, 2023
SELL
$143.21 - $158.0 $222,261 - $245,216
-1,552 Reduced 1.24%
123,652 $17.9 Million
Q2 2023

Aug 02, 2023
BUY
$127.47 - $145.44 $6.55 Million - $7.48 Million
51,416 Added 69.68%
125,204 $18.2 Million
Q1 2023

May 03, 2023
BUY
$124.91 - $143.8 $205,227 - $236,263
1,643 Added 2.28%
73,788 $9.62 Million
Q4 2022

Feb 14, 2023
BUY
$101.96 - $137.84 $604,418 - $817,115
5,928 Added 8.95%
72,145 $9.68 Million
Q3 2022

Dec 13, 2022
SELL
$20.73 - $120.58 $42,413 - $246,706
-2,046 Reduced 3.0%
66,217 $6.92 Million
Q2 2022

Aug 11, 2022
BUY
$112.61 - $135.91 $166,888 - $201,418
1,482 Added 2.22%
68,263 $7.69 Million
Q1 2022

May 16, 2022
SELL
$128.3 - $168.44 $292,139 - $383,537
-2,277 Reduced 3.3%
66,781 $9.1 Million
Q4 2021

Feb 11, 2022
BUY
$153.94 - $171.78 $932,106 - $1.04 Million
6,055 Added 9.61%
69,058 $10.9 Million
Q3 2021

Nov 01, 2021
BUY
$146.97 - $166.98 $9.26 Million - $10.5 Million
63,003 New
63,003 $10.3 Million
Q3 2021

Oct 25, 2021
SELL
$146.97 - $166.98 $9.34 Million - $10.6 Million
-63,536 Closed
0 $0
Q2 2021

Jul 19, 2021
BUY
$147.37 - $166.44 $421,036 - $475,519
2,857 Added 4.71%
63,536 $9.88 Million
Q1 2021

May 17, 2021
BUY
$125.65 - $157.65 $947,024 - $1.19 Million
7,537 Added 14.18%
60,679 $9.24 Million
Q4 2020

Jan 28, 2021
BUY
$96.54 - $127.07 $152,629 - $200,897
1,581 Added 3.07%
53,142 $6.75 Million
Q3 2020

Nov 03, 2020
BUY
$91.28 - $103.82 $13,783 - $15,676
151 Added 0.29%
51,561 $4.96 Million
Q2 2020

Jul 29, 2020
BUY
$84.03 - $113.45 $170,244 - $229,849
2,026 Added 4.1%
51,410 $4.84 Million
Q1 2020

Apr 17, 2020
BUY
$79.03 - $141.09 $261,984 - $467,713
3,315 Added 7.2%
49,384 $5.08 Million
Q4 2019

Jan 13, 2020
SELL
$111.82 - $139.4 $49,088 - $61,196
-439 Reduced 0.94%
46,069 $6.37 Million
Q3 2019

Oct 25, 2019
BUY
$104.8 - $120.23 $88,660 - $101,714
846 Added 1.85%
46,508 $5.58 Million
Q2 2019

Aug 05, 2019
BUY
$104.64 - $116.12 $52,738 - $58,524
504 Added 1.12%
45,662 $5.11 Million
Q1 2019

May 15, 2019
SELL
$97.11 - $107.19 $152,074 - $167,859
-1,566 Reduced 3.35%
45,158 $5.14 Million
Q4 2018

Feb 11, 2019
BUY
$92.14 - $115.32 $469,084 - $587,094
5,091 Added 12.23%
46,724 $4.7 Million
Q3 2018

Nov 13, 2018
BUY
$103.61 - $118.63 $765,470 - $876,438
7,388 Added 21.57%
41,633 $4.7 Million
Q2 2018

Aug 09, 2018
BUY
$103.24 - $114.29 $630,796 - $698,311
6,110 Added 21.72%
34,245 $3.57 Million
Q1 2018

May 15, 2018
BUY
$107.01 - $118.77 $350,778 - $389,328
3,278 Added 13.19%
28,135 $3.09 Million
Q4 2017

Feb 14, 2018
SELL
$95.86 - $107.83 $194,212 - $218,463
-2,026 Reduced 7.54%
24,857 $2.66 Million
Q3 2017

Dec 05, 2017
BUY
$88.42 - $95.51 $1.51 Million - $1.63 Million
17,107 Added 174.99%
26,883 $2.57 Million
Q2 2017

Sep 12, 2017
BUY
N/A
9,776 New
9,776 $894,000
Q3 2011

Nov 14, 2022
SELL
N/A
-2,046
66,217 $6.92 Million

Others Institutions Holding JPM

# of Institutions
4,615
Shares Held
1.96B
Call Options Held
29.8M
Put Options Held
35.7M
View Full List

About JPMORGAN CHASE & CO

JPM Quotes by TradingView
  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $733B
  • 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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