A detailed history of Ridgecrest Wealth Partners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Ridgecrest Wealth Partners, LLC holds 9,027 shares of JPM stock, worth $1.91 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares
9,027
Previous 9,002 0.28%
Holding current value
$1.91 Million
Previous $1.8 Million 1.22%
% of portfolio
1.1%
Previous 1.08%

Shares

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

Aug 05, 2024

BUY
$180.08 - $204.79 $4,502 - $5,119
25 Added 0.28%
9,027 $1.83 Million
Q1 2024

Apr 17, 2024

SELL
$167.09 - $200.3 $59,316 - $71,106
-355 Reduced 3.79%
9,002 $1.8 Million
Q4 2023

Jan 09, 2024

SELL
$135.69 - $170.3 $1,356 - $1,703
-10 Reduced 0.11%
9,357 $1.59 Million
Q3 2023

Oct 25, 2023

SELL
$143.21 - $158.0 $2,148 - $2,370
-15 Reduced 0.16%
9,367 $1.36 Million
Q2 2023

Jul 31, 2023

SELL
$127.47 - $145.44 $15,296 - $17,452
-120 Reduced 1.26%
9,382 $1.36 Million
Q4 2022

Jan 26, 2023

BUY
$101.96 - $137.84 $5,913 - $7,994
58 Added 0.61%
9,502 $0
Q3 2022

Oct 20, 2022

BUY
$20.73 - $120.58 $2,280 - $13,263
110 Added 1.18%
9,444 $987,000
Q2 2022

Jul 29, 2022

BUY
$112.61 - $135.91 $33,445 - $40,365
297 Added 3.29%
9,334 $1.05 Million
Q3 2021

Nov 03, 2021

BUY
$146.97 - $166.98 $212,077 - $240,952
1,443 Added 19.0%
9,037 $1.48 Million
Q2 2021

Jul 21, 2021

SELL
$147.37 - $166.44 $192,612 - $217,537
-1,307 Reduced 14.68%
7,594 $1.18 Million
Q1 2021

May 19, 2021

BUY
$125.65 - $157.65 $1.12 Million - $1.4 Million
8,901 New
8,901 $1.36 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 $620B
  • 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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