A detailed history of West Branch Capital LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, West Branch Capital LLC holds 31,824 shares of JPM stock, worth $6.53 Million. This represents 2.72% of its overall portfolio holdings.

Number of Shares
31,824
Previous 30,183 5.44%
Holding current value
$6.53 Million
Previous $5.13 Million 24.15%
% of portfolio
2.72%
Previous 2.56%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024

BUY
$167.09 - $200.3 $274,194 - $328,692
1,641 Added 5.44%
31,824 $6.37 Million
Q4 2023

Jan 19, 2024

BUY
$135.69 - $170.3 $127,005 - $159,400
936 Added 3.2%
30,183 $5.13 Million
Q3 2023

Oct 20, 2023

SELL
$143.21 - $158.0 $5,728 - $6,320
-40 Reduced 0.14%
29,247 $4.24 Million
Q2 2023

Aug 04, 2023

BUY
$127.47 - $145.44 $35,946 - $41,014
282 Added 0.97%
29,287 $4.26 Million
Q1 2023

Apr 20, 2023

SELL
$124.91 - $143.8 $63,829 - $73,481
-511 Reduced 1.73%
29,005 $3.78 Million
Q4 2022

Jan 27, 2023

BUY
$101.96 - $137.84 $22,635 - $30,600
222 Added 0.76%
29,516 $0
Q3 2022

Oct 19, 2022

SELL
$20.73 - $120.58 $352 - $2,049
-17 Reduced 0.06%
29,294 $3.06 Million
Q2 2022

Jul 28, 2022

SELL
$112.61 - $135.91 $7,882 - $9,513
-70 Reduced 0.24%
29,311 $3.3 Million
Q1 2022

May 03, 2022

SELL
$128.3 - $168.44 $286,237 - $375,789
-2,231 Reduced 7.06%
29,381 $4.01 Million
Q4 2021

Jan 24, 2022

BUY
$153.94 - $171.78 $159,789 - $178,307
1,038 Added 3.4%
31,612 $5.01 Million
Q3 2021

Nov 09, 2021

SELL
$146.97 - $166.98 $4,115 - $4,675
-28 Reduced 0.09%
30,574 $5.01 Million
Q2 2021

Aug 17, 2021

BUY
$147.37 - $166.44 $56,442 - $63,746
383 Added 1.27%
30,602 $4.76 Million
Q1 2021

May 14, 2021

SELL
$125.65 - $157.65 $105,671 - $132,583
-841 Reduced 2.71%
30,219 $4.6 Million
Q4 2020

Feb 08, 2021

SELL
$96.54 - $127.07 $188,253 - $247,786
-1,950 Reduced 5.91%
31,060 $3.95 Million
Q3 2020

Oct 13, 2020

SELL
$91.28 - $103.82 $65,539 - $74,542
-718 Reduced 2.13%
33,010 $3.18 Million
Q2 2020

Jul 08, 2020

BUY
$84.03 - $113.45 $152,430 - $205,798
1,814 Added 5.68%
33,728 $3.17 Million
Q1 2020

Apr 20, 2020

SELL
$79.03 - $141.09 $148,181 - $264,543
-1,875 Reduced 5.55%
31,914 $2.87 Million
Q4 2019

Jan 07, 2020

SELL
$111.82 - $139.4 $299,006 - $372,755
-2,674 Reduced 7.33%
33,789 $4.71 Million
Q3 2019

Oct 23, 2019

SELL
$104.8 - $120.23 $66,548 - $76,346
-635 Reduced 1.71%
36,463 $4.29 Million
Q2 2019

Aug 05, 2019

BUY
$104.64 - $116.12 $197,351 - $219,002
1,886 Added 5.36%
37,098 $4.15 Million
Q1 2019

Apr 30, 2019

SELL
$97.11 - $107.19 $32,531 - $35,908
-335 Reduced 0.94%
35,212 $3.56 Million
Q4 2018

Feb 07, 2019

SELL
$92.14 - $115.32 $149,727 - $187,395
-1,625 Reduced 4.37%
35,547 $3.47 Million
Q3 2018

Oct 16, 2018

SELL
$103.61 - $118.63 $32,844 - $37,605
-317 Reduced 0.85%
37,172 $4.19 Million
Q2 2018

Aug 02, 2018

BUY
$103.24 - $114.29 $791,231 - $875,918
7,664 Added 25.7%
37,489 $3.91 Million
Q1 2018

May 02, 2018

BUY
$107.01 - $118.77 $3.19 Million - $3.54 Million
29,825 New
29,825 $3.28 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 $602B
  • 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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