Texas Capital Bank Wealth Management Services Inc Jpmorgan Chase & CO Transaction History

Texas Capital Bank Wealth Management Services Inc

$969 Million
Q4 2024

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 51,288 shares of JPM stock, worth $14.2 Million. This represents 1.27% of its overall portfolio holdings.

Number of Shares

51,288

Previous 52,029 1.42%

Holding current value

$14.2 Million

Previous $11 Million 12.11%

% of portfolio

1.27%

Previous 1.08%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$205.18 - $250.29 $152,038 - $185,464	-741 Reduced 1.42%	51,288 $12.3 Million
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

# of Institutions

4,968

Shares Held

1.99B

Call Options Held

29.2M

Put Options Held

34.2M

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 $811B
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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Texas Capital Bank Wealth Management Services Inc Jpmorgan Chase & CO Transaction History