A detailed history of Private Wealth Partners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Private Wealth Partners, LLC holds 175,392 shares of JPM stock, worth $41.6 Million. This represents 2.97% of its overall portfolio holdings.

Number of Shares
175,392
Previous 227,302 22.84%
Holding current value
$41.6 Million
Previous $46 Million 19.59%
% of portfolio
2.97%
Previous 3.44%

Shares

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

Oct 29, 2024

SELL
$194.9 - $224.8 $10.1 Million - $11.7 Million
-51,910 Reduced 22.84%
175,392 $37 Million
Q2 2024

Aug 07, 2024

SELL
$180.08 - $204.79 $1.25 Million - $1.42 Million
-6,942 Reduced 2.96%
227,302 $46 Million
Q1 2024

May 08, 2024

SELL
$167.09 - $200.3 $574,455 - $688,631
-3,438 Reduced 1.45%
234,244 $46.9 Million
Q4 2023

Feb 02, 2024

BUY
$135.69 - $170.3 $32,022 - $40,190
236 Added 0.1%
237,682 $40.4 Million
Q3 2023

Nov 06, 2023

BUY
$143.21 - $158.0 $37,377 - $41,238
261 Added 0.11%
237,446 $34.4 Million
Q2 2023

Aug 03, 2023

SELL
$127.47 - $145.44 $98,534 - $112,425
-773 Reduced 0.32%
237,185 $34.5 Million
Q1 2023

May 03, 2023

BUY
$124.91 - $143.8 $1.34 Million - $1.55 Million
10,766 Added 4.74%
237,958 $31 Million
Q4 2022

Jan 25, 2023

BUY
$101.96 - $137.84 $50,062 - $67,679
491 Added 0.22%
227,192 $0
Q3 2022

Oct 26, 2022

SELL
$20.73 - $120.58 $55,618 - $323,516
-2,683 Reduced 1.17%
226,701 $23.7 Million
Q2 2022

Aug 02, 2022

SELL
$112.61 - $135.91 $638,048 - $770,066
-5,666 Reduced 2.41%
229,384 $25.8 Million
Q1 2022

May 02, 2022

BUY
$128.3 - $168.44 $48,112 - $63,165
375 Added 0.16%
235,050 $32 Million
Q4 2021

Feb 07, 2022

SELL
$153.94 - $171.78 $98,367 - $109,767
-639 Reduced 0.27%
234,675 $37.2 Million
Q3 2021

Nov 12, 2021

SELL
$146.97 - $166.98 $147,263 - $167,313
-1,002 Reduced 0.42%
235,314 $38.5 Million
Q2 2021

Aug 12, 2021

BUY
$147.37 - $166.44 $29,916 - $33,787
203 Added 0.09%
236,316 $36.8 Million
Q1 2021

May 04, 2021

SELL
$125.65 - $157.65 $315,381 - $395,701
-2,510 Reduced 1.05%
236,113 $35.9 Million
Q4 2020

Feb 03, 2021

BUY
$96.54 - $127.07 $335,476 - $441,568
3,475 Added 1.48%
238,623 $30.3 Million
Q3 2020

Oct 29, 2020

BUY
$91.28 - $103.82 $138,197 - $157,183
1,514 Added 0.65%
235,148 $22.6 Million
Q2 2020

Jul 31, 2020

BUY
$84.03 - $113.45 $716,691 - $967,615
8,529 Added 3.79%
233,634 $22 Million
Q1 2020

Apr 24, 2020

SELL
$79.03 - $141.09 $1.22 Million - $2.18 Million
-15,445 Reduced 6.42%
225,105 $20.3 Million
Q4 2019

Jan 29, 2020

BUY
$111.82 - $139.4 $487,199 - $607,365
4,357 Added 1.84%
240,550 $33.5 Million
Q3 2019

Nov 12, 2019

SELL
$104.8 - $120.23 $263,467 - $302,258
-2,514 Reduced 1.05%
236,193 $27.8 Million
Q2 2019

Aug 06, 2019

BUY
$104.64 - $116.12 $42,065 - $46,680
402 Added 0.17%
238,707 $26.7 Million
Q1 2019

May 02, 2019

BUY
$97.11 - $107.19 $811,159 - $895,358
8,353 Added 3.63%
238,305 $24.1 Million
Q4 2018

Feb 13, 2019

BUY
$92.14 - $115.32 $1.92 Million - $2.4 Million
20,838 Added 9.96%
229,952 $22.4 Million
Q3 2018

Oct 25, 2018

BUY
$103.61 - $118.63 $375,171 - $429,559
3,621 Added 1.76%
209,114 $23.6 Million
Q2 2018

Aug 10, 2018

BUY
$103.24 - $114.29 $488,325 - $540,591
4,730 Added 2.36%
205,493 $21.4 Million
Q1 2018

May 15, 2018

BUY
$107.01 - $118.77 $1.5 Million - $1.67 Million
14,055 Added 7.53%
200,763 $22.1 Million
Q4 2017

Feb 01, 2018

BUY
$95.86 - $107.83 $24,444 - $27,496
255 Added 0.14%
186,708 $20 Million
Q3 2017

Nov 06, 2017

BUY
$88.42 - $95.51 $16.5 Million - $17.8 Million
186,453
186,453 $17.8 Million

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 $695B
  • 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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