Wealth Bridge Investment Counsel Inc. Jpmorgan Chase & CO Transaction History

Wealth Bridge Investment Counsel Inc.

$282 Million
Q3 2024

A detailed history of Wealth Bridge Investment Counsel Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wealth Bridge Investment Counsel Inc. holds 61,936 shares of JPM stock, worth $15.1 Million. This represents 4.64% of its overall portfolio holdings.

Number of Shares

61,936

Previous 62,661 1.16%

Holding current value

$15.1 Million

Previous $12.7 Million 3.05%

% of portfolio

4.64%

Previous 4.85%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	SELL	$194.9 - $224.8 $141,302 - $162,980	-725 Reduced 1.16%	61,936 $13.1 Million
Q2 2024 Jul 16, 2024	SELL	$180.08 - $204.79 $1.38 Million - $1.57 Million	-7,670 Reduced 10.91%	62,661 $12.7 Million
Q1 2024 Apr 19, 2024	SELL	$167.09 - $200.3 $187,140 - $224,336	-1,120 Reduced 1.57%	70,331 $14.1 Million
Q4 2023 Jan 17, 2024	SELL	$135.69 - $170.3 $280,199 - $351,669	-2,065 Reduced 2.81%	71,451 $12.2 Million
Q3 2023 Oct 17, 2023	SELL	$143.21 - $158.0 $150,370 - $165,900	-1,050 Reduced 1.41%	73,516 $10.7 Million
Q2 2023 Jul 26, 2023	SELL	$127.47 - $145.44 $5,098 - $5,817	-40 Reduced 0.05%	74,566 $10.8 Million
Q1 2023 Apr 18, 2023	SELL	$124.91 - $143.8 $141,772 - $163,213	-1,135 Reduced 1.5%	74,606 $9.72 Million
Q4 2022 Feb 02, 2023	BUY	$101.96 - $137.84 $44,862 - $60,649	440 Added 0.58%	75,741 $10.2 Million
Q3 2022 Oct 13, 2022	BUY	$20.73 - $120.58 $86,361 - $502,336	4,166 Added 5.86%	75,301 $7.87 Million
Q2 2022 Jul 26, 2022	BUY	$112.61 - $135.91 $86,146 - $103,971	765 Added 1.09%	71,135 $8.01 Million
Q1 2022 Apr 05, 2022	BUY	$128.3 - $168.44 $141,130 - $185,284	1,100 Added 1.59%	70,370 $9.59 Million
Q4 2021 Jan 24, 2022	SELL	$153.94 - $171.78 $177,800 - $198,405	-1,155 Reduced 1.64%	69,270 $11 Million
Q3 2021 Oct 20, 2021	SELL	$146.97 - $166.98 $375,508 - $426,633	-2,555 Reduced 3.5%	70,425 $11.5 Million
Q2 2021 Aug 03, 2021	SELL	$147.37 - $166.44 $140,738 - $158,950	-955 Reduced 1.29%	72,980 $11.4 Million
Q1 2021 Apr 26, 2021	SELL	$125.65 - $157.65 $34,553 - $43,353	-275 Reduced 0.37%	73,935 $11.3 Million
Q4 2020 Feb 03, 2021	SELL	$96.54 - $127.07 $16,894 - $22,237	-175 Reduced 0.24%	74,210 $9.43 Million
Q3 2020 Oct 30, 2020	BUY	$91.28 - $103.82 $38,794 - $44,123	425 Added 0.57%	74,385 $7.16 Million
Q2 2020 Aug 06, 2020	BUY	$84.03 - $113.45 $90,332 - $121,958	1,075 Added 1.47%	73,960 $9.47 Million
Q1 2020 Apr 20, 2020	SELL	$79.03 - $141.09 $385,271 - $687,813	-4,875 Reduced 6.27%	72,885 $6.56 Million
Q4 2019 Jan 23, 2020	BUY	$111.82 - $139.4 $8.7 Million - $10.8 Million	77,760 New	77,760 $10.8 Million

Others Institutions Holding JPM

# of Institutions

4,617

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 $714B
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 Investment Counsel Inc. Jpmorgan Chase & CO Transaction History