A detailed history of Texas Capital Bank Wealth Management Services Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Texas Capital Bank Wealth Management Services Inc holds 52,029 shares of JPM stock, worth $12.5 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares
52,029
Previous 48,821 6.57%
Holding current value
$12.5 Million
Previous $9.87 Million 11.06%
% of portfolio
1.08%
Previous 1.03%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$194.9 - $224.8 $625,239 - $721,158
3,208 Added 6.57%
52,029 $11 Million
Q2 2024

Aug 15, 2024

BUY
$180.08 - $204.79 $598,766 - $680,926
3,325 Added 7.31%
48,821 $9.87 Million
Q1 2024

May 13, 2024

SELL
$167.09 - $200.3 $1.01 Million - $1.21 Million
-6,025 Reduced 11.69%
45,496 $9.11 Million
Q4 2023

Feb 08, 2024

SELL
$135.69 - $170.3 $194,308 - $243,869
-1,432 Reduced 2.7%
51,521 $8.76 Million
Q3 2023

Nov 14, 2023

SELL
$143.21 - $158.0 $1.98 Million - $2.19 Million
-13,846 Reduced 20.73%
52,953 $7.68 Million
Q2 2023

Aug 09, 2023

BUY
$127.47 - $145.44 $52,517 - $59,921
412 Added 0.62%
66,799 $9.72 Million
Q1 2023

May 11, 2023

SELL
$124.91 - $143.8 $48,090 - $55,363
-385 Reduced 0.58%
66,387 $8.65 Million
Q4 2022

Feb 09, 2023

SELL
$101.96 - $137.84 $1.26 Million - $1.7 Million
-12,324 Reduced 15.58%
66,772 $8.95 Million
Q3 2022

Nov 03, 2022

BUY
$20.73 - $120.58 $23,217 - $135,049
1,120 Added 1.44%
79,096 $8.27 Million
Q2 2022

Aug 04, 2022

SELL
$112.61 - $135.91 $830,836 - $1 Million
-7,378 Reduced 8.64%
77,976 $8.78 Million
Q1 2022

May 02, 2022

BUY
$128.3 - $168.44 $1.55 Million - $2.04 Million
12,097 Added 16.51%
85,354 $11.6 Million
Q4 2021

Feb 07, 2022

SELL
$153.94 - $171.78 $294,487 - $328,615
-1,913 Reduced 2.54%
73,257 $11.6 Million
Q3 2021

Nov 05, 2021

BUY
$146.97 - $166.98 $4.07 Million - $4.63 Million
27,708 Added 58.38%
75,170 $12.3 Million
Q2 2021

Aug 06, 2021

BUY
$147.37 - $166.44 $821,145 - $927,403
5,572 Added 13.3%
47,462 $7.38 Million
Q1 2021

May 06, 2021

SELL
$125.65 - $157.65 $567,938 - $712,578
-4,520 Reduced 9.74%
41,890 $6.38 Million
Q4 2020

Feb 12, 2021

BUY
$96.54 - $127.07 $34,657 - $45,618
359 Added 0.78%
46,410 $5.9 Million
Q3 2020

Nov 06, 2020

BUY
$91.28 - $103.82 $1.68 Million - $1.91 Million
18,410 Added 66.6%
46,051 $4.43 Million
Q2 2020

Aug 03, 2020

BUY
$84.03 - $113.45 $822,485 - $1.11 Million
9,788 Added 54.83%
27,641 $2.6 Million
Q1 2020

Apr 28, 2020

SELL
$79.03 - $141.09 $28,924 - $51,638
-366 Reduced 2.01%
17,853 $1.61 Million
Q4 2019

Feb 13, 2020

BUY
$111.82 - $139.4 $2.04 Million - $2.54 Million
18,219 New
18,219 $2.54 Million

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 $704B
  • 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 Texas Capital Bank Wealth Management Services Inc Portfolio

Follow Texas Capital Bank Wealth Management Services Inc 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 Texas Capital Bank Wealth Management Services Inc, based on Form 13F filings with the SEC.

News

Stay updated on Texas Capital Bank Wealth Management Services Inc with notifications on news.