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 $1.13 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
4,903
Previous 4,635 5.78%
Holding current value
$1.13 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 $676B
  • 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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