Svb Wealth LLC Jpmorgan Chase & CO Transaction History

Svb Wealth LLC

$2.41 Billion
Q1 2025

A detailed history of Svb Wealth LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Svb Wealth LLC holds 180,556 shares of JPM stock, worth $51.8 Million. This represents 1.84% of its overall portfolio holdings.

Number of Shares

180,556

Previous 217,752 17.08%

Holding current value

$51.8 Million

Previous $52.2 Million 15.15%

% of portfolio

1.84%

Previous 0.99%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$225.19 - $279.95 $8.38 Million - $10.4 Million	-37,196 Reduced 17.08%	180,556 $44.3 Million
Q4 2024 Feb 05, 2025	BUY	$205.18 - $250.29 $44.7 Million - $54.5 Million	217,752 New	217,752 $52.2 Million
Q2 2024 Aug 06, 2024	SELL	$180.08 - $204.79 $2.54 Million - $2.89 Million	-14,118 Reduced 5.61%	237,508 $48 Million
Q1 2024 May 15, 2024	SELL	$167.09 - $200.3 $2.38 Million - $2.85 Million	-14,221 Reduced 5.35%	251,626 $50.4 Million
Q4 2023 Jan 30, 2024	SELL	$135.69 - $170.3 $9.19 Million - $11.5 Million	-67,731 Reduced 20.3%	265,847 $45.2 Million
Q3 2023 Oct 23, 2023	SELL	$143.21 - $158.0 $3.29 Million - $3.63 Million	-22,982 Reduced 6.45%	333,578 $48.4 Million
Q2 2023 Jul 24, 2023	SELL	$127.47 - $145.44 $14.3 Million - $16.4 Million	-112,420 Reduced 23.97%	356,560 $51.9 Million
Q1 2023 May 12, 2023	SELL	$124.91 - $143.8 $4.63 Million - $5.33 Million	-37,094 Reduced 7.33%	468,980 $61.1 Million
Q4 2022 Feb 10, 2023	SELL	$101.96 - $137.84 $904,181 - $1.22 Million	-8,868 Reduced 1.72%	506,074 $67.9 Million
Q3 2022 Nov 09, 2022	BUY	$20.73 - $120.58 $339,246 - $1.97 Million	16,365 Added 3.28%	514,942 $53.8 Million
Q2 2022 Aug 16, 2022	BUY	$112.61 - $135.91 $995,021 - $1.2 Million	8,836 Added 1.8%	498,577 $56.1 Million
Q1 2022 May 13, 2022	SELL	$128.3 - $168.44 $14,626 - $19,202	-114 Reduced 0.02%	489,741 $66.8 Million
Q4 2021 Feb 15, 2022	SELL	$153.94 - $171.78 $769,853 - $859,071	-5,001 Reduced 1.01%	489,855 $77.6 Million
Q3 2021 Nov 09, 2021	SELL	$146.97 - $166.98 $6.79 Million - $7.72 Million	-46,204 Reduced 8.54%	494,856 $81 Million
Q2 2021 Aug 13, 2021	BUY	$147.37 - $166.44 $258,929 - $292,435	1,757 Added 0.33%	541,060 $84.2 Million
Q1 2021 May 11, 2021	SELL	$125.65 - $157.65 $67.4 Million - $84.5 Million	-536,114 Closed	0 $0
Q4 2020 Feb 10, 2021	SELL	$96.54 - $127.07 $22,300 - $29,353	-231 Reduced 0.04%	536,114 $68.1 Million
Q3 2020 Nov 10, 2020	BUY	$91.28 - $103.82 $1.14 Million - $1.3 Million	12,528 Added 2.39%	536,345 $51.6 Million
Q2 2020 Aug 05, 2020	BUY	$84.03 - $113.45 $645,266 - $871,182	7,679 Added 1.49%	523,817 $49.3 Million
Q1 2020 May 11, 2020	SELL	$79.03 - $141.09 $423,205 - $755,536	-5,355 Reduced 1.03%	516,138 $46.5 Million
Q4 2019 Feb 13, 2020	SELL	$111.82 - $139.4 $1.07 Million - $1.34 Million	-9,594 Reduced 1.81%	521,493 $72.7 Million
Q3 2019 Nov 01, 2019	SELL	$104.8 - $120.23 $1.98 Million - $2.28 Million	-18,933 Reduced 3.44%	531,087 $62.5 Million
Q2 2019 Jul 10, 2019	SELL	$104.64 - $116.12 $3.33 Million - $3.69 Million	-31,792 Reduced 5.46%	550,020 $61.5 Million
Q1 2019 May 14, 2019	SELL	$97.11 - $107.19 $3.04 Million - $3.35 Million	-31,260 Reduced 5.1%	581,812 $58.9 Million
Q4 2018 Feb 14, 2019	SELL	$92.14 - $115.32 $2 Million - $2.5 Million	-21,692 Reduced 3.42%	613,072 $59.8 Million
Q3 2018 Nov 13, 2018	SELL	$103.61 - $118.63 $699,367 - $800,752	-6,750 Reduced 1.05%	634,764 $71.6 Million
Q2 2018 Aug 14, 2018	SELL	$103.24 - $114.29 $5.09 Million - $5.64 Million	-49,348 Reduced 7.14%	641,514 $66.8 Million
Q1 2018 May 11, 2018	SELL	$107.01 - $118.77 $2.49 Million - $2.76 Million	-23,257 Reduced 3.26%	690,862 $76 Million
Q4 2017 Feb 13, 2018	SELL	$95.86 - $107.83 $223,066 - $250,920	-2,327 Reduced 0.32%	714,119 $76.4 Million
Q3 2017 Nov 13, 2017	BUY	$88.42 - $95.51 $63.3 Million - $68.4 Million	716,446	716,446 $68.4 Million

Others Institutions Holding JPM

# of Institutions

5,263

Shares Held

2.04B

Call Options Held

23.3M

Put Options Held

26.3M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $842B
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 ...

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