Wbh Advisory Inc Jpmorgan Chase & CO Transaction History

Wbh Advisory Inc

$1.05 Billion
Q3 2024

A detailed history of Wbh Advisory Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wbh Advisory Inc holds 11,901 shares of JPM stock, worth $2.96 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

11,901

Previous 11,973 0.6%

Holding current value

$2.96 Million

Previous $2.42 Million 3.59%

% of portfolio

0.24%

Previous 0.25%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$194.9 - $224.8 $14,032 - $16,185	-72 Reduced 0.6%	11,901 $2.51 Million
Q2 2024 Jul 11, 2024	SELL	$180.08 - $204.79 $178,819 - $203,356	-993 Reduced 7.66%	11,973 $2.42 Million
Q1 2024 Apr 16, 2024	SELL	$167.09 - $200.3 $21,721 - $26,039	-130 Reduced 0.99%	12,966 $2.6 Million
Q4 2023 Jan 09, 2024	SELL	$135.69 - $170.3 $43,420 - $54,496	-320 Reduced 2.39%	13,096 $2.23 Million
Q3 2023 Oct 10, 2023	BUY	$143.21 - $158.0 $10,167 - $11,218	71 Added 0.53%	13,416 $1.95 Million
Q2 2023 Jul 12, 2023	SELL	$127.47 - $145.44 $34,416 - $39,268	-270 Reduced 1.98%	13,345 $1.94 Million
Q1 2023 Apr 20, 2023	SELL	$124.91 - $143.8 $132,154 - $152,140	-1,058 Reduced 7.21%	13,615 $1.77 Million
Q3 2022 Oct 18, 2022	SELL	$20.73 - $120.58 $13,806 - $80,306	-666 Reduced 4.34%	14,673 $1.53 Million
Q2 2022 Jul 12, 2022	BUY	$112.61 - $135.91 $1,013 - $1,223	9 Added 0.06%	15,339 $1.73 Million
Q1 2022 Apr 29, 2022	SELL	$128.3 - $168.44 $89,425 - $117,402	-697 Reduced 4.35%	15,330 $2.09 Million
Q4 2021 Jan 28, 2022	BUY	$153.94 - $171.78 $10,621 - $11,852	69 Added 0.43%	16,027 $2.54 Million
Q3 2021 Oct 25, 2021	BUY	$146.97 - $166.98 $3,968 - $4,508	27 Added 0.17%	15,958 $2.61 Million
Q2 2021 Jul 27, 2021	SELL	$147.37 - $166.44 $525,374 - $593,358	-3,565 Reduced 18.29%	15,931 $2.42 Million
Q1 2021 Apr 19, 2021	BUY	$125.65 - $157.65 $680,520 - $853,832	5,416 Added 38.47%	19,496 $2.97 Million
Q4 2020 Jan 21, 2021	SELL	$96.54 - $127.07 $9,074 - $11,944	-94 Reduced 0.66%	14,080 $1.91 Million
Q3 2020 Oct 27, 2020	SELL	$91.28 - $103.82 $41,076 - $46,719	-450 Reduced 3.08%	14,174 $1.36 Million
Q2 2020 Aug 05, 2020	BUY	$84.03 - $113.45 $83,693 - $112,996	996 Added 7.31%	14,624 $1.38 Million
Q1 2020 May 07, 2020	SELL	$79.03 - $141.09 $68,598 - $122,466	-868 Reduced 5.99%	13,628 $1.23 Million
Q4 2019 Jan 27, 2020	SELL	$111.82 - $139.4 $214,582 - $267,508	-1,919 Reduced 11.69%	14,496 $2.02 Million
Q3 2019 Oct 25, 2019	BUY	$104.8 - $120.23 $74,093 - $85,002	707 Added 4.5%	16,415 $1.93 Million
Q2 2019 Aug 02, 2019	BUY	$104.64 - $116.12 $3,348 - $3,715	32 Added 0.2%	15,708 $1.76 Million
Q1 2019 Apr 22, 2019	BUY	$97.11 - $107.19 $44,767 - $49,414	461 Added 3.03%	15,676 $1.59 Million
Q4 2018 Jan 29, 2019	BUY	$92.14 - $115.32 $74,264 - $92,947	806 Added 5.59%	15,215 $1.49 Million
Q3 2018 Oct 29, 2018	SELL	$103.61 - $118.63 $137,904 - $157,896	-1,331 Reduced 8.46%	14,409 $1.63 Million
Q2 2018 Jul 31, 2018	BUY	$103.24 - $114.29 $80,423 - $89,031	779 Added 5.21%	15,740 $1.64 Million
Q1 2018 Apr 30, 2018	BUY	$107.01 - $118.77 $55,859 - $61,997	522 Added 3.62%	14,961 $1.65 Million
Q4 2017 Jan 31, 2018	BUY	$95.86 - $107.83 $2,396 - $2,695	25 Added 0.17%	14,439 $1.54 Million
Q3 2017 Nov 29, 2017	BUY	$88.42 - $95.51 $1.27 Million - $1.38 Million	14,414	14,414 $485,000

Others Institutions Holding JPM

# of Institutions

4,613

Shares Held

1.96B

Call Options Held

29.8M

Put Options Held

35.7M

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 $729B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Wbh Advisory Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wbh Advisory Inc with notifications on news.

Account