A detailed history of Taylor Hoffman Wealth Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Taylor Hoffman Wealth Management holds 4,903 shares of JPM stock, worth $1.2 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
4,903
Previous 4,635 5.78%
Holding current value
$1.2 Million
Previous $928,000 6.79%
% of portfolio
0.41%
Previous 0.4%

Shares

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

Aug 09, 2024

BUY
$180.08 - $204.79 $48,261 - $54,883
268 Added 5.78%
4,903 $991,000
Q1 2024

May 09, 2024

SELL
$167.09 - $200.3 $53,301 - $63,895
-319 Reduced 6.44%
4,635 $928,000
Q1 2023

May 11, 2023

BUY
$124.91 - $143.8 $13,490 - $15,530
108 Added 2.23%
4,954 $645,000
Q4 2022

Feb 14, 2023

SELL
$101.96 - $137.84 $347,683 - $470,034
-3,410 Reduced 41.3%
4,846 $649,000
Q3 2022

Nov 14, 2022

SELL
$20.73 - $120.58 $2,031 - $11,816
-98 Reduced 1.17%
8,256 $863,000
Q2 2022

Aug 12, 2022

SELL
$112.61 - $135.91 $35,584 - $42,947
-316 Reduced 3.64%
8,354 $953,000
Q1 2022

May 13, 2022

BUY
$128.3 - $168.44 $128 - $168
1 Added 0.01%
8,670 $1.18 Million
Q4 2021

Feb 10, 2022

SELL
$153.94 - $171.78 $23,860 - $26,625
-155 Reduced 1.76%
8,669 $1.37 Million
Q3 2021

Nov 12, 2021

BUY
$146.97 - $166.98 $9,406 - $10,686
64 Added 0.73%
8,824 $1.48 Million
Q2 2021

Aug 06, 2021

BUY
$147.37 - $166.44 $147 - $166
1 Added 0.01%
8,760 $1.36 Million
Q1 2021

May 10, 2021

BUY
$125.65 - $157.65 $125 - $157
1 Added 0.01%
8,759 $1.33 Million
Q4 2020

Feb 05, 2021

SELL
$96.54 - $127.07 $52,517 - $69,126
-544 Reduced 5.85%
8,758 $1.11 Million
Q3 2020

Oct 29, 2020

SELL
$91.28 - $103.82 $283,880 - $322,880
-3,110 Reduced 25.06%
9,302 $895,000
Q2 2020

Aug 11, 2020

BUY
$84.03 - $113.45 $237,132 - $320,155
2,822 Added 29.43%
12,412 $1.17 Million
Q1 2020

May 12, 2020

SELL
$79.03 - $141.09 $113,724 - $203,028
-1,439 Reduced 13.05%
9,590 $863,000
Q4 2019

Feb 11, 2020

BUY
$111.82 - $139.4 $111 - $139
1 Added 0.01%
11,029 $1.54 Million
Q3 2019

Nov 05, 2019

BUY
$104.8 - $120.23 $155,732 - $178,661
1,486 Added 15.57%
11,028 $1.3 Million
Q2 2019

Aug 05, 2019

SELL
$104.64 - $116.12 $132,997 - $147,588
-1,271 Reduced 11.75%
9,542 $1.07 Million
Q1 2019

May 09, 2019

SELL
$97.11 - $107.19 $48,457 - $53,487
-499 Reduced 4.41%
10,813 $1.1 Million
Q4 2018

Jul 11, 2019

SELL
$92.14 - $115.32 $26,536 - $33,212
-288 Reduced 2.48%
11,312 $1.1 Million
Q4 2018

Feb 01, 2019

BUY
$92.14 - $115.32 $495,160 - $619,729
5,374 Added 86.32%
11,600 $1.15 Million
Q3 2018

Oct 25, 2018

BUY
$103.61 - $118.63 $103 - $118
1 Added 0.02%
6,226 $703,000
Q2 2018

Jul 31, 2018

BUY
$103.24 - $114.29 $103 - $114
1 Added 0.02%
6,225 $649,000
Q1 2018

May 10, 2018

BUY
$107.01 - $118.77 $147,138 - $163,308
1,375 Added 28.36%
6,224 $684,000
Q4 2017

Feb 14, 2018

BUY
$95.86 - $107.83 $209,645 - $235,824
2,187 Added 82.16%
4,849 $519,000
Q4 2017

Feb 09, 2018

BUY
$95.86 - $107.83 $255,179 - $287,043
2,662
2,662 $285,000

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 $720B
  • 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
Track This Portfolio

Track Taylor Hoffman Wealth Management Portfolio

Follow Taylor Hoffman Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Taylor Hoffman Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Taylor Hoffman Wealth Management with notifications on news.