A detailed history of Wetherby Asset Management Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wetherby Asset Management Inc holds 93,246 shares of JPM stock, worth $20.5 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares
93,246
Previous 94,848 1.69%
Holding current value
$20.5 Million
Previous $19 Million 0.73%
% of portfolio
0.91%
Previous 0.92%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$180.08 - $204.79 $288,488 - $328,073
-1,602 Reduced 1.69%
93,246 $18.9 Million
Q1 2024

May 15, 2024

SELL
$167.09 - $200.3 $34,420 - $41,261
-206 Reduced 0.22%
94,848 $19 Million
Q4 2023

Feb 14, 2024

SELL
$135.69 - $170.3 $96,339 - $120,913
-710 Reduced 0.74%
95,054 $16.2 Million
Q3 2023

Nov 14, 2023

BUY
$143.21 - $158.0 $348,000 - $383,940
2,430 Added 2.6%
95,764 $13.9 Million
Q2 2023

Aug 14, 2023

BUY
$127.47 - $145.44 $198,853 - $226,886
1,560 Added 1.7%
93,334 $13.6 Million
Q1 2023

May 12, 2023

BUY
$124.91 - $143.8 $547,730 - $630,563
4,385 Added 5.02%
91,774 $12 Million
Q4 2022

Feb 14, 2023

BUY
$101.96 - $137.84 $447,196 - $604,566
4,386 Added 5.28%
87,389 $11.7 Million
Q3 2022

Nov 14, 2022

SELL
$20.73 - $120.58 $9,307 - $54,140
-449 Reduced 0.54%
83,003 $8.67 Million
Q2 2022

Aug 15, 2022

BUY
$112.61 - $135.91 $906,848 - $1.09 Million
8,053 Added 10.68%
83,452 $9.4 Million
Q1 2022

May 16, 2022

BUY
$128.3 - $168.44 $109,439 - $143,679
853 Added 1.14%
75,399 $10.3 Million
Q4 2021

Feb 14, 2022

BUY
$153.94 - $171.78 $228,600 - $255,093
1,485 Added 2.03%
74,546 $11.8 Million
Q3 2021

Nov 15, 2021

BUY
$146.97 - $166.98 $225,892 - $256,648
1,537 Added 2.15%
73,061 $12 Million
Q2 2021

Aug 16, 2021

BUY
$147.37 - $166.44 $984,284 - $1.11 Million
6,679 Added 10.3%
71,524 $11.1 Million
Q1 2021

May 14, 2021

SELL
$125.65 - $157.65 $777,647 - $975,695
-6,189 Reduced 8.71%
64,845 $9.87 Million
Q4 2020

Feb 11, 2021

BUY
$96.54 - $127.07 $412,322 - $542,715
4,271 Added 6.4%
71,034 $9.03 Million
Q3 2020

Dec 16, 2020

SELL
$91.28 - $103.82 $499,758 - $568,414
-5,475 Reduced 7.58%
66,763 $6.43 Million
Q3 2020

Nov 13, 2020

BUY
$91.28 - $103.82 $454,391 - $516,815
4,978 Added 7.4%
72,238 $6.96 Million
Q2 2020

Aug 14, 2020

SELL
$84.03 - $113.45 $13,528 - $18,265
-161 Reduced 0.24%
67,260 $6.33 Million
Q1 2020

May 06, 2020

BUY
$79.03 - $141.09 $103,687 - $185,110
1,312 Added 1.98%
67,421 $6.07 Million
Q4 2019

Jan 28, 2020

SELL
$111.82 - $139.4 $33,769 - $42,098
-302 Reduced 0.45%
66,109 $9.22 Million
Q3 2019

Oct 31, 2019

BUY
$104.8 - $120.23 $55,858 - $64,082
533 Added 0.81%
66,411 $7.82 Million
Q2 2019

Jul 25, 2019

BUY
$104.64 - $116.12 $258,042 - $286,351
2,466 Added 3.89%
65,878 $7.37 Million
Q1 2019

May 09, 2019

BUY
$97.11 - $107.19 $141,489 - $156,175
1,457 Added 2.35%
63,412 $6.42 Million
Q4 2018

Jan 30, 2019

SELL
$92.14 - $115.32 $143,185 - $179,207
-1,554 Reduced 2.45%
61,955 $6.05 Million
Q3 2018

Nov 07, 2018

BUY
$103.61 - $118.63 $35,331 - $40,452
341 Added 0.54%
63,509 $7.17 Million
Q2 2018

Jul 24, 2018

BUY
$103.24 - $114.29 $71,338 - $78,974
691 Added 1.11%
63,168 $6.58 Million
Q1 2018

May 04, 2018

BUY
$107.01 - $118.77 $156,555 - $173,760
1,463 Added 2.4%
62,477 $6.87 Million
Q4 2017

Feb 09, 2018

BUY
$95.86 - $107.83 $133,053 - $149,668
1,388 Added 2.33%
61,014 $6.53 Million
Q3 2017

Nov 13, 2017

BUY
$88.42 - $95.51 $5.27 Million - $5.69 Million
59,626
59,626 $5.7 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 $645B
  • 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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