A detailed history of Waldron Private Wealth LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Waldron Private Wealth LLC holds 46,109 shares of JPM stock, worth $10.2 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
46,109
Previous 44,779 2.97%
Holding current value
$10.2 Million
Previous $9.06 Million 7.3%
% of portfolio
0.4%
Previous 0.41%

Shares

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

Oct 21, 2024

BUY
$194.9 - $224.8 $259,217 - $298,984
1,330 Added 2.97%
46,109 $9.72 Million
Q2 2024

Jul 31, 2024

BUY
$180.08 - $204.79 $57,445 - $65,328
319 Added 0.72%
44,779 $9.06 Million
Q1 2024

May 09, 2024

BUY
$167.09 - $200.3 $372,777 - $446,869
2,231 Added 5.28%
44,460 $8.91 Million
Q4 2023

Aug 29, 2024

BUY
$135.69 - $170.3 $28,087 - $35,252
207 Added 0.49%
42,229 $7.18 Million
Q4 2023

Jan 30, 2024

BUY
$135.69 - $170.3 $28,087 - $35,252
207 Added 0.49%
42,229 $7.18 Million
Q3 2023

Aug 29, 2024

BUY
$143.21 - $158.0 $186,459 - $205,716
1,302 Added 3.2%
42,022 $6.09 Million
Q3 2023

Oct 26, 2023

BUY
$143.21 - $158.0 $186,459 - $205,716
1,302 Added 3.2%
42,022 $6.09 Million
Q2 2023

Aug 29, 2024

SELL
$127.47 - $145.44 $224,347 - $255,974
-1,760 Reduced 4.14%
40,720 $5.92 Million
Q2 2023

Aug 07, 2023

SELL
$127.47 - $145.44 $224,347 - $255,974
-1,760 Reduced 4.14%
40,720 $5.92 Million
Q1 2023

Aug 29, 2024

SELL
$124.91 - $143.8 $287,168 - $330,596
-2,299 Reduced 5.13%
42,480 $5.54 Million
Q1 2023

May 02, 2023

BUY
$124.91 - $143.8 $18,986 - $21,857
152 Added 0.36%
42,480 $5.54 Million
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $39,843 - $231,754
1,922 Added 4.76%
42,328 $4.42 Million
Q2 2022

Aug 03, 2022

BUY
$112.61 - $135.91 $147,969 - $178,585
1,314 Added 3.36%
40,406 $4.55 Million
Q1 2022

May 04, 2022

BUY
$128.3 - $168.44 $86,089 - $113,023
671 Added 1.75%
39,092 $5.33 Million
Q4 2021

Feb 02, 2022

BUY
$153.94 - $171.78 $91,748 - $102,380
596 Added 1.58%
38,421 $6.08 Million
Q3 2021

Nov 02, 2021

SELL
$146.97 - $166.98 $2.19 Million - $2.49 Million
-14,891 Reduced 28.25%
37,825 $6.19 Million
Q2 2021

Aug 06, 2021

BUY
$147.37 - $166.44 $3.07 Million - $3.47 Million
20,849 Added 65.43%
52,716 $8.2 Million
Q1 2021

May 11, 2021

BUY
$125.65 - $157.65 $7,664 - $9,616
61 Added 0.19%
31,867 $4.85 Million
Q4 2020

Feb 12, 2021

SELL
$96.54 - $127.07 $117,489 - $154,644
-1,217 Reduced 3.69%
31,806 $4.04 Million
Q3 2020

Nov 13, 2020

BUY
$91.28 - $103.82 $167,316 - $190,302
1,833 Added 5.88%
33,023 $3.18 Million
Q2 2020

Aug 11, 2020

BUY
$84.03 - $113.45 $75,711 - $102,218
901 Added 2.97%
31,190 $2.93 Million
Q1 2020

May 05, 2020

SELL
$79.03 - $141.09 $113,961 - $203,451
-1,442 Reduced 4.54%
30,289 $2.73 Million
Q4 2019

Feb 07, 2020

BUY
$111.82 - $139.4 $140,110 - $174,668
1,253 Added 4.11%
31,731 $4.42 Million
Q3 2019

Nov 06, 2019

BUY
$104.8 - $120.23 $1.27 Million - $1.45 Million
12,073 Added 65.6%
30,478 $3.59 Million
Q2 2019

Jul 31, 2019

SELL
$104.64 - $116.12 $131,218 - $145,614
-1,254 Reduced 6.38%
18,405 $2.06 Million
Q1 2019

May 01, 2019

SELL
$97.11 - $107.19 $1.77 Million - $1.95 Million
-18,188 Closed
0 $0
Q4 2018

Feb 13, 2019

BUY
$92.14 - $115.32 $274,761 - $343,884
2,982 Added 19.61%
18,188 $1.78 Million
Q3 2018

Nov 20, 2018

BUY
$103.61 - $118.63 $195,097 - $223,380
1,883 Added 14.13%
15,206 $1.72 Million
Q2 2018

Aug 09, 2018

SELL
$103.24 - $114.29 $113,460 - $125,604
-1,099 Reduced 7.62%
13,323 $1.39 Million
Q1 2018

May 09, 2018

SELL
$107.01 - $118.77 $31,781 - $35,274
-297 Reduced 2.02%
14,422 $1.59 Million
Q4 2017

Jan 26, 2018

SELL
$95.86 - $107.83 $97,873 - $110,094
-1,021 Reduced 6.49%
14,719 $1.57 Million
Q3 2017

Nov 08, 2017

BUY
$88.42 - $95.51 $131,745 - $142,309
1,490 Added 10.46%
15,740 $1.5 Million
Q2 2017

Aug 14, 2017

BUY
N/A
14,250
14,250 $1.3 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 $650B
  • 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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