A detailed history of Segment Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Segment Wealth Management, LLC holds 15,361 shares of JPM stock, worth $3.82 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
15,361
Previous 15,361 -0.0%
Holding current value
$3.82 Million
Previous $3.11 Million 4.22%
% of portfolio
0.23%
Previous 0.23%

Shares

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

Jul 22, 2024

SELL
$180.08 - $204.79 $17,467 - $19,864
-97 Reduced 0.63%
15,361 $3.11 Million
Q1 2024

Apr 24, 2024

BUY
$167.09 - $200.3 $49,792 - $59,689
298 Added 1.97%
15,458 $3.1 Million
Q4 2023

Jan 25, 2024

BUY
$135.69 - $170.3 $220,360 - $276,567
1,624 Added 12.0%
15,160 $2.58 Million
Q3 2023

Oct 24, 2023

BUY
$143.21 - $158.0 $36,088 - $39,816
252 Added 1.9%
13,536 $1.96 Million
Q2 2023

Jul 21, 2023

SELL
$127.47 - $145.44 $226,259 - $258,156
-1,775 Reduced 11.79%
13,284 $1.93 Million
Q1 2023

Apr 19, 2023

SELL
$124.91 - $143.8 $8.52 Million - $9.81 Million
-68,249 Reduced 81.92%
15,059 $1.96 Million
Q4 2022

Jan 13, 2023

BUY
$101.96 - $137.84 $50,164 - $67,817
492 Added 0.59%
83,308 $0
Q3 2022

Oct 24, 2022

BUY
$20.73 - $120.58 $147,037 - $855,273
7,093 Added 9.37%
82,816 $8.65 Million
Q2 2022

Jul 20, 2022

BUY
$112.61 - $135.91 $407,986 - $492,401
3,623 Added 5.02%
75,723 $8.53 Million
Q1 2022

Apr 25, 2022

BUY
$128.3 - $168.44 $699,619 - $918,503
5,453 Added 8.18%
72,100 $9.83 Million
Q4 2021

Jan 24, 2022

BUY
$153.94 - $171.78 $449,504 - $501,597
2,920 Added 4.58%
66,647 $10.6 Million
Q3 2021

Oct 19, 2021

BUY
$146.97 - $166.98 $13,962 - $15,863
95 Added 0.15%
63,727 $10.4 Million
Q2 2021

Jul 20, 2021

BUY
$147.37 - $166.44 $252,444 - $285,111
1,713 Added 2.77%
63,632 $9.9 Million
Q1 2021

May 10, 2021

BUY
$125.65 - $157.65 $117,985 - $148,033
939 Added 1.54%
61,919 $9.43 Million
Q4 2020

Jan 27, 2021

SELL
$96.54 - $127.07 $163,442 - $215,129
-1,693 Reduced 2.7%
60,980 $7.75 Million
Q3 2020

Oct 27, 2020

BUY
$91.28 - $103.82 $252,297 - $286,958
2,764 Added 4.61%
62,673 $6.03 Million
Q2 2020

Jul 15, 2020

BUY
$84.03 - $113.45 $69,408 - $93,709
826 Added 1.4%
59,909 $5.64 Million
Q1 2020

Apr 24, 2020

BUY
$79.03 - $141.09 $33,271 - $59,398
421 Added 0.72%
59,083 $5.32 Million
Q4 2019

Jan 23, 2020

BUY
$111.82 - $139.4 $434,644 - $541,847
3,887 Added 7.1%
58,662 $8.18 Million
Q3 2019

Oct 22, 2019

BUY
$104.8 - $120.23 $97,464 - $111,813
930 Added 1.73%
54,775 $6.45 Million
Q2 2019

Jul 29, 2019

BUY
$104.64 - $116.12 $113,534 - $125,990
1,085 Added 2.06%
53,845 $6.02 Million
Q1 2019

Apr 30, 2019

BUY
$97.11 - $107.19 $189,364 - $209,020
1,950 Added 3.84%
52,760 $5.34 Million
Q4 2018

Jan 31, 2019

SELL
$92.14 - $115.32 $18,151 - $22,718
-197 Reduced 0.39%
50,810 $4.96 Million
Q3 2018

Nov 07, 2018

BUY
$103.61 - $118.63 $99,154 - $113,528
957 Added 1.91%
51,007 $5.76 Million
Q2 2018

Jul 17, 2018

BUY
$103.24 - $114.29 $23,538 - $26,058
228 Added 0.46%
50,050 $5.22 Million
Q1 2018

Apr 30, 2018

SELL
$107.01 - $118.77 $25,468 - $28,267
-238 Reduced 0.48%
49,822 $5.48 Million
Q4 2017

Jan 23, 2018

BUY
$95.86 - $107.83 $65,280 - $73,432
681 Added 1.38%
50,060 $5.35 Million
Q3 2017

Oct 26, 2017

BUY
$88.42 - $95.51 $83,026 - $89,683
939 Added 1.94%
49,379 $4.72 Million
Q2 2017

Aug 11, 2017

BUY
N/A
48,440
48,440 $4.43 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 $729B
  • 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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