A detailed history of Robertson Stephens Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 40,099 shares of JPM stock, worth $10 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
40,099
Previous 39,795 0.76%
Holding current value
$10 Million
Previous $8.05 Million 5.02%
% of portfolio
0.31%
Previous 0.41%

Shares

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

Nov 12, 2024

BUY
$194.9 - $224.8 $59,249 - $68,339
304 Added 0.76%
40,099 $8.45 Million
Q2 2024

Aug 13, 2024

BUY
$180.08 - $204.79 $141,002 - $160,350
783 Added 2.01%
39,795 $8.05 Million
Q1 2024

May 15, 2024

SELL
$167.09 - $200.3 $12,698 - $15,222
-76 Reduced 0.19%
39,012 $7.81 Million
Q4 2023

Feb 06, 2024

BUY
$135.69 - $170.3 $390,380 - $489,953
2,877 Added 7.95%
39,088 $6.65 Million
Q3 2023

Nov 13, 2023

BUY
$143.21 - $158.0 $286,276 - $315,842
1,999 Added 5.84%
36,211 $5.25 Million
Q2 2023

Aug 11, 2023

BUY
$127.47 - $145.44 $709,498 - $809,519
5,566 Added 19.43%
34,212 $4.98 Million
Q1 2023

May 11, 2023

BUY
$124.91 - $143.8 $72,572 - $83,547
581 Added 2.07%
28,646 $3.73 Million
Q4 2022

Feb 14, 2023

BUY
$101.96 - $137.84 $30,893 - $41,765
303 Added 1.09%
28,065 $3.76 Million
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $20,937 - $121,785
1,010 Added 3.78%
27,762 $2.9 Million
Q2 2022

Aug 12, 2022

SELL
$112.61 - $135.91 $803,247 - $969,446
-7,133 Reduced 21.05%
26,752 $3.01 Million
Q1 2022

May 16, 2022

BUY
$128.3 - $168.44 $217,596 - $285,674
1,696 Added 5.27%
33,885 $4.62 Million
Q4 2021

Feb 14, 2022

BUY
$153.94 - $171.78 $1.93 Million - $2.15 Million
12,518 Added 63.64%
32,189 $5.1 Million
Q3 2021

Nov 10, 2021

SELL
$146.97 - $166.98 $107,435 - $122,062
-731 Reduced 3.58%
19,671 $3.22 Million
Q2 2021

Aug 17, 2021

SELL
$147.37 - $166.44 $561,774 - $634,469
-3,812 Reduced 15.74%
20,402 $3.17 Million
Q1 2021

May 07, 2021

BUY
$125.65 - $157.65 $1.23 Million - $1.55 Million
9,816 Added 68.18%
24,214 $3.69 Million
Q4 2020

Feb 10, 2021

SELL
$96.54 - $127.07 $175,027 - $230,377
-1,813 Reduced 11.18%
14,398 $1.83 Million
Q3 2020

Nov 10, 2020

BUY
$91.28 - $103.82 $613,219 - $697,462
6,718 Added 70.77%
16,211 $1.56 Million
Q2 2020

Aug 12, 2020

SELL
$84.03 - $113.45 $56,216 - $75,898
-669 Reduced 6.58%
9,493 $892,000
Q1 2020

May 01, 2020

BUY
$79.03 - $141.09 $551,076 - $983,820
6,973 Added 218.66%
10,162 $915,000
Q4 2019

Feb 14, 2020

SELL
$111.82 - $139.4 $378,287 - $471,590
-3,383 Reduced 51.48%
3,189 $444,000
Q3 2019

Nov 14, 2019

BUY
$104.8 - $120.23 $688,745 - $790,151
6,572 New
6,572 $773,000

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 $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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