A detailed history of Td Private Client Wealth LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Td Private Client Wealth LLC holds 92,708 shares of JPM stock, worth $19.3 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
92,708
Holding current value
$19.3 Million
% of portfolio
0.59%

Shares

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

Aug 14, 2024

BUY
$180.08 - $204.79 $16.7 Million - $19 Million
92,708 New
92,708 $18.8 Billion
Q1 2024

Aug 16, 2024

BUY
$167.09 - $200.3 $30,410 - $36,454
182 Added 0.19%
93,975 $18.8 Billion
Q4 2023

Aug 16, 2024

BUY
$135.69 - $170.3 $719,699 - $903,271
5,304 Added 5.99%
93,793 $16 Billion
Q3 2023

Aug 16, 2024

SELL
$143.21 - $158.0 $1.59 Million - $1.75 Million
-11,082 Reduced 11.13%
88,489 $12.8 Billion
Q2 2023

Aug 16, 2024

SELL
$127.47 - $145.44 $326,323 - $372,326
-2,560 Reduced 2.51%
99,571 $14.5 Billion
Q1 2023

Aug 16, 2024

SELL
$124.91 - $143.8 $2.09 Million - $2.41 Million
-16,727 Reduced 14.07%
102,131 $13.3 Billion
Q4 2022

Aug 16, 2024

BUY
$101.96 - $137.84 $182,610 - $246,871
1,791 Added 1.53%
118,858 $15.9 Billion
Q3 2022

Aug 16, 2024

BUY
$20.73 - $120.58 $521,131 - $3.03 Million
25,139 Added 27.35%
117,067 $12.2 Billion
Q2 2022

Aug 16, 2024

BUY
$112.61 - $135.91 $420,485 - $507,487
3,734 Added 4.23%
91,928 $10.4 Billion
Q1 2022

Aug 16, 2024

SELL
$128.3 - $168.44 $283,799 - $372,589
-2,212 Reduced 2.45%
88,194 $12 Billion
Q4 2021

Aug 16, 2024

SELL
$153.94 - $171.78 $447,349 - $499,192
-2,906 Reduced 3.11%
90,406 $14.3 Billion
Q3 2021

Aug 16, 2024

BUY
$146.97 - $166.98 $88,769 - $100,855
604 Added 0.65%
93,312 $15.3 Billion
Q2 2021

Aug 16, 2024

SELL
$147.37 - $166.44 $180,233 - $203,556
-1,223 Reduced 1.31%
92,260 $14.4 Billion
Q1 2021

Aug 16, 2024

SELL
$125.65 - $157.65 $1.68 Million - $2.1 Million
-13,332 Reduced 12.48%
93,483 $14.2 Billion
Q4 2020

Aug 16, 2024

SELL
$96.54 - $127.07 $701,556 - $923,417
-7,267 Reduced 6.37%
106,815 $13.6 Billion
Q3 2020

Aug 16, 2024

BUY
$91.28 - $103.82 $1.35 Million - $1.54 Million
14,804 Added 14.91%
114,082 $11 Billion
Q2 2020

Aug 16, 2024

BUY
$84.03 - $113.45 $2.24 Million - $3.03 Million
26,699 Added 36.79%
99,278 $9.34 Billion
Q1 2020

Aug 16, 2024

SELL
$79.03 - $141.09 $375,629 - $670,600
-4,753 Reduced 6.15%
72,579 $6.53 Billion
Q4 2019

Aug 16, 2024

SELL
$111.82 - $139.4 $1.72 Million - $2.14 Million
-15,376 Reduced 16.59%
77,332 $10.8 Billion

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 $610B
  • 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 Td Private Client Wealth LLC Portfolio

Follow Td Private Client Wealth LLC 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 Td Private Client Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Td Private Client Wealth LLC with notifications on news.