Wealth Bridge Capital Management, LLC Jpmorgan Chase & CO Transaction History

Wealth Bridge Capital Management, LLC

$342 Million
Q3 2024

A detailed history of Wealth Bridge Capital Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wealth Bridge Capital Management, LLC holds 11,007 shares of JPM stock, worth $2.86 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares

11,007

Previous 10,375 6.09%

Holding current value

$2.86 Million

Previous $2.1 Million 10.58%

% of portfolio

0.68%

Previous 0.7%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	BUY	$194.9 - $224.8 $123,176 - $142,073	632 Added 6.09%	11,007 $2.32 Million
Q2 2024 Aug 02, 2024	SELL	$180.08 - $204.79 $195,927 - $222,811	-1,088 Reduced 9.49%	10,375 $2.1 Million
Q1 2024 Apr 30, 2024	BUY	$167.09 - $200.3 $9,691 - $11,617	58 Added 0.51%	11,463 $2.3 Million
Q4 2023 Feb 12, 2024	BUY	$135.69 - $170.3 $32,429 - $40,701	239 Added 2.14%	11,405 $1.94 Million
Q3 2023 Nov 08, 2023	BUY	$143.21 - $158.0 $45,111 - $49,770	315 Added 2.9%	11,166 $1.62 Million
Q2 2023 Aug 01, 2023	SELL	$127.47 - $145.44 $590,313 - $673,532	-4,631 Reduced 29.91%	10,851 $1.58 Million
Q1 2023 May 10, 2023	SELL	$124.91 - $143.8 $15,114 - $17,399	-121 Reduced 0.78%	15,482 $2.02 Million
Q4 2022 Jan 31, 2023	SELL	$101.96 - $137.84 $89,011 - $120,334	-873 Reduced 5.3%	15,603 $2.09 Million
Q2 2022 Aug 12, 2022	BUY	$112.61 - $135.91 $105,740 - $127,619	939 Added 6.04%	16,476 $1.86 Million
Q1 2022 Apr 15, 2022	BUY	$128.3 - $168.44 $621,741 - $816,260	4,846 Added 45.33%	15,537 $2.12 Million
Q4 2021 Feb 11, 2022	BUY	$153.94 - $171.78 $1,077 - $1,202	7 Added 0.07%	10,691 $1.69 Million
Q3 2021 Nov 12, 2021	BUY	$146.97 - $166.98 $8,965 - $10,185	61 Added 0.57%	10,684 $1.75 Million
Q2 2021 Aug 16, 2021	BUY	$147.37 - $166.44 $3,094 - $3,495	21 Added 0.2%	10,623 $1.65 Million
Q1 2021 May 17, 2021	BUY	$125.65 - $157.65 $16,962 - $21,282	135 Added 1.29%	10,602 $1.61 Million
Q4 2020 Feb 12, 2021	BUY	$96.54 - $127.07 $8,012 - $10,546	83 Added 0.8%	10,467 $1.33 Million
Q3 2020 Nov 13, 2020	SELL	$91.28 - $103.82 $5,933 - $6,748	-65 Reduced 0.62%	10,384 $1 Million
Q2 2020 Aug 14, 2020	BUY	$84.03 - $113.45 $18,570 - $25,072	221 Added 2.16%	10,449 $983,000
Q1 2020 May 15, 2020	SELL	$79.03 - $141.09 $38,724 - $69,134	-490 Reduced 4.57%	10,228 $921,000
Q4 2019 Feb 12, 2020	SELL	$111.82 - $139.4 $16,773 - $20,910	-150 Reduced 1.38%	10,718 $1.49 Million
Q3 2019 Nov 14, 2019	BUY	$104.8 - $120.23 $112,555 - $129,127	1,074 Added 10.97%	10,868 $1.28 Million
Q2 2019 Aug 13, 2019	SELL	$104.64 - $116.12 $135,404 - $150,259	-1,294 Reduced 11.67%	9,794 $956,000
Q1 2019 May 15, 2019	BUY	$97.11 - $107.19 $125,660 - $138,703	1,294 Added 13.21%	11,088 $1.25 Million
Q4 2018 Feb 14, 2019	BUY	$92.14 - $115.32 $902,419 - $1.13 Million	9,794 New	9,794 $956,000

Others Institutions Holding JPM

# of Institutions

4,646

Shares Held

1.95B

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 $761B
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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Wealth Bridge Capital Management, LLC Jpmorgan Chase & CO Transaction History