Taylor Wealth Management Partners Jpmorgan Chase & CO Transaction History

Taylor Wealth Management Partners

$176 Million
Q2 2022

A detailed history of Taylor Wealth Management Partners transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Taylor Wealth Management Partners holds 61,144 shares of JPM stock, worth $12.9 Million. This represents 3.91% of its overall portfolio holdings.

Number of Shares

61,144

Previous 65,199 6.22%

Holding current value

$12.9 Million

Previous $8.89 Million 22.54%

% of portfolio

3.91%

Previous 3.6%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 12, 2022	SELL	$112.61 - $135.91 $456,633 - $551,115	-4,055 Reduced 6.22%	61,144 $6.89 Million
Q1 2022 May 11, 2022	SELL	$128.3 - $168.44 $250,569 - $328,963	-1,953 Reduced 2.91%	65,199 $8.89 Million
Q4 2021 Jan 28, 2022	BUY	$153.94 - $171.78 $47,413 - $52,908	308 Added 0.46%	67,152 $10.6 Million
Q3 2021 Oct 26, 2021	BUY	$146.97 - $166.98 $668,125 - $759,091	4,546 Added 7.3%	66,844 $10.9 Million
Q2 2021 Aug 11, 2021	SELL	$147.37 - $166.44 $22,842 - $25,798	-155 Reduced 0.25%	62,298 $9.69 Million
Q1 2021 Apr 21, 2021	SELL	$125.65 - $157.65 $9,926 - $12,454	-79 Reduced 0.13%	62,453 $9.51 Million
Q4 2020 Feb 02, 2021	BUY	$96.54 - $127.07 $32,823 - $43,203	340 Added 0.55%	62,532 $7.95 Million
Q3 2020 Oct 14, 2020	BUY	$91.28 - $103.82 $65,082 - $74,023	713 Added 1.16%	62,192 $5.99 Million
Q2 2020 Jul 27, 2020	SELL	$84.03 - $113.45 $342,254 - $462,081	-4,073 Reduced 6.21%	61,479 $5.78 Million
Q1 2020 May 04, 2020	BUY	$79.03 - $141.09 $5.18 Million - $9.25 Million	65,552 New	65,552 $5.9 Million
Q1 2019 May 14, 2019	SELL	$97.11 - $107.19 $13,012 - $14,363	-134 Closed	0 $0
Q3 2018 Oct 23, 2018	BUY	$103.61 - $118.63 $13,883 - $15,896	134 New	134 $15,000
Q1 2018 Apr 11, 2018	SELL	$107.01 - $118.77 $70,626 - $78,388	-660 Closed	0 $0
Q4 2017 Feb 01, 2018	SELL	$95.86 - $107.83 $23,006 - $25,879	-240 Reduced 26.67%	660 $71,000
Q3 2017 Oct 13, 2017	BUY	$88.42 - $95.51 $79,578 - $85,959	900	900 $86,000

Others Institutions Holding JPM

# of Institutions

4,538

Shares Held

2.01B

Call Options Held

26.2M

Put Options Held

29.1M

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 $620B
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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Taylor Wealth Management Partners Jpmorgan Chase & CO Transaction History