A detailed history of Quadrant Private Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Quadrant Private Wealth Management, LLC holds 17,476 shares of JPM stock, worth $3.87 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares
17,476
Previous 17,388 0.51%
Holding current value
$3.87 Million
Previous $3.48 Million 1.49%
% of portfolio
0.82%
Previous 0.89%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$180.08 - $204.79 $15,847 - $18,021
88 Added 0.51%
17,476 $3.53 Million
Q1 2024

May 15, 2024

SELL
$167.09 - $200.3 $1.32 Million - $1.59 Million
-7,921 Reduced 31.3%
17,388 $3.48 Million
Q4 2023

Feb 14, 2024

BUY
$135.69 - $170.3 $347,502 - $436,138
2,561 Added 11.26%
25,309 $4.31 Million
Q3 2023

Nov 13, 2023

SELL
$143.21 - $158.0 $114,281 - $126,084
-798 Reduced 3.39%
22,748 $3.3 Million
Q2 2023

Aug 11, 2023

BUY
$127.47 - $145.44 $10,070 - $11,489
79 Added 0.34%
23,546 $3.42 Million
Q1 2023

May 15, 2023

BUY
$124.91 - $143.8 $7,869 - $9,059
63 Added 0.27%
23,467 $3.06 Million
Q4 2022

Feb 14, 2023

BUY
$101.96 - $137.84 $110,728 - $149,694
1,086 Added 4.87%
23,404 $3.14 Million
Q2 2022

Aug 15, 2022

BUY
$112.61 - $135.91 $376,230 - $454,075
3,341 Added 17.61%
22,318 $2.51 Million
Q1 2022

May 12, 2022

SELL
$128.3 - $168.44 $157,809 - $207,181
-1,230 Reduced 6.09%
18,977 $2.59 Million
Q4 2021

Feb 08, 2022

BUY
$153.94 - $171.78 $46,951 - $52,392
305 Added 1.53%
20,207 $3.2 Million
Q3 2021

Nov 12, 2021

BUY
$146.97 - $166.98 $37,771 - $42,913
257 Added 1.31%
19,902 $3.26 Million
Q2 2021

Aug 16, 2021

BUY
$147.37 - $166.44 $130,275 - $147,132
884 Added 4.71%
19,645 $3.06 Million
Q1 2021

May 17, 2021

SELL
$125.65 - $157.65 $396,928 - $498,016
-3,159 Reduced 14.41%
18,761 $2.86 Million
Q4 2020

Feb 12, 2021

BUY
$96.54 - $127.07 $152,340 - $200,516
1,578 Added 7.76%
21,920 $2.79 Million
Q3 2020

Nov 12, 2020

BUY
$91.28 - $103.82 $384,014 - $436,770
4,207 Added 26.07%
20,342 $1.96 Million
Q2 2020

Aug 04, 2020

BUY
$84.03 - $113.45 $470,315 - $634,979
5,597 Added 53.11%
16,135 $1.52 Million
Q1 2020

May 08, 2020

BUY
$79.03 - $141.09 $313,749 - $560,127
3,970 Added 60.44%
10,538 $949,000
Q4 2019

Feb 13, 2020

SELL
$111.82 - $139.4 $3,466 - $4,321
-31 Reduced 0.47%
6,568 $916,000
Q3 2019

Nov 12, 2019

SELL
$104.8 - $120.23 $25,571 - $29,336
-244 Reduced 3.57%
6,599 $777,000
Q2 2019

Aug 13, 2019

BUY
$104.64 - $116.12 $8,475 - $9,405
81 Added 1.2%
6,843 $765,000
Q1 2019

May 14, 2019

SELL
$97.11 - $107.19 $17,091 - $18,865
-176 Reduced 2.54%
6,762 $685,000
Q4 2018

Feb 05, 2019

SELL
$92.14 - $115.32 $22,942 - $28,714
-249 Reduced 3.46%
6,938 $677,000
Q3 2018

Nov 05, 2018

BUY
$103.61 - $118.63 $18,131 - $20,760
175 Added 2.5%
7,187 $811,000
Q2 2018

Aug 06, 2018

SELL
$103.24 - $114.29 $18,479 - $20,457
-179 Reduced 2.49%
7,012 $731,000
Q1 2018

May 14, 2018

BUY
$107.01 - $118.77 $228,466 - $253,573
2,135 Added 42.23%
7,191 $791,000
Q4 2017

Feb 02, 2018

BUY
$95.86 - $107.83 $484,668 - $545,188
5,056
5,056 $541,000

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 $650B
  • 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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