A detailed history of Wilbanks Smith & Thomas Asset Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wilbanks Smith & Thomas Asset Management LLC holds 117,034 shares of JPM stock, worth $28.7 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares
117,034
Previous 115,573 1.26%
Holding current value
$28.7 Million
Previous $19.7 Million 19.24%
% of portfolio
0.66%
Previous 0.61%

Shares

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

May 07, 2024

BUY
$167.09 - $200.3 $244,118 - $292,638
1,461 Added 1.26%
117,034 $23.4 Million
Q4 2023

Feb 06, 2024

SELL
$135.69 - $170.3 $51,833 - $65,054
-382 Reduced 0.33%
115,573 $19.7 Million
Q3 2023

Nov 06, 2023

BUY
$143.21 - $158.0 $330,528 - $364,664
2,308 Added 2.03%
115,955 $16.8 Million
Q2 2023

Aug 08, 2023

SELL
$127.47 - $145.44 $716,253 - $817,227
-5,619 Reduced 4.71%
113,647 $16.5 Million
Q1 2023

May 05, 2023

BUY
$124.91 - $143.8 $74,571 - $85,848
597 Added 0.5%
119,266 $15.5 Million
Q4 2022

Feb 14, 2023

BUY
$101.96 - $137.84 $602,073 - $813,945
5,905 Added 5.24%
118,669 $15.9 Million
Q3 2022

Oct 31, 2022

BUY
$20.73 - $120.58 $118,264 - $687,908
5,705 Added 5.33%
112,764 $11.8 Million
Q2 2022

Aug 03, 2022

BUY
$112.61 - $135.91 $683,430 - $824,837
6,069 Added 6.01%
107,059 $12.1 Million
Q1 2022

May 05, 2022

BUY
$128.3 - $168.44 $485,358 - $637,208
3,783 Added 3.89%
100,990 $12.4 Million
Q4 2021

Feb 08, 2022

BUY
$153.94 - $171.78 $544,331 - $607,414
3,536 Added 3.77%
97,207 $15.4 Million
Q3 2021

Nov 04, 2021

BUY
$146.97 - $166.98 $226,186 - $256,982
1,539 Added 1.67%
93,671 $15.3 Million
Q2 2021

Aug 04, 2021

BUY
$147.37 - $166.44 $538,637 - $608,338
3,655 Added 4.13%
92,132 $14.3 Million
Q1 2021

May 11, 2021

BUY
$125.65 - $157.65 $949,788 - $1.19 Million
7,559 Added 9.34%
88,477 $13.5 Million
Q4 2020

Feb 12, 2021

BUY
$96.54 - $127.07 $5.44 Million - $7.16 Million
56,326 Added 229.04%
80,918 $10.3 Million
Q3 2020

Nov 12, 2020

SELL
$91.28 - $103.82 $61,887 - $70,389
-678 Reduced 2.68%
24,592 $2.37 Million
Q2 2020

Jul 31, 2020

SELL
$84.03 - $113.45 $24,620 - $33,240
-293 Reduced 1.15%
25,270 $2.38 Million
Q1 2020

May 06, 2020

BUY
$79.03 - $141.09 $334,059 - $596,387
4,227 Added 19.81%
25,563 $2.3 Million
Q4 2019

Feb 13, 2020

SELL
$111.82 - $139.4 $119,200 - $148,600
-1,066 Reduced 4.76%
21,336 $2.97 Million
Q3 2019

Nov 06, 2019

BUY
$104.8 - $120.23 $70,949 - $81,395
677 Added 3.12%
22,402 $2.64 Million
Q2 2019

Aug 07, 2019

BUY
$104.64 - $116.12 $32,647 - $36,229
312 Added 1.46%
21,725 $2.43 Million
Q1 2019

May 13, 2019

BUY
$97.11 - $107.19 $20,198 - $22,295
208 Added 0.98%
21,413 $0
Q4 2018

Feb 08, 2019

SELL
$92.14 - $115.32 $51,321 - $64,233
-557 Reduced 2.56%
21,205 $2.07 Million
Q3 2018

Nov 14, 2018

SELL
$103.61 - $118.63 $39,371 - $45,079
-380 Reduced 1.72%
21,762 $2.46 Million
Q2 2018

Aug 08, 2018

BUY
$103.24 - $114.29 $49,555 - $54,859
480 Added 2.22%
22,142 $2.31 Million
Q1 2018

May 15, 2018

SELL
$107.01 - $118.77 $256,716 - $284,929
-2,399 Reduced 9.97%
21,662 $2.38 Million
Q4 2017

Feb 07, 2018

BUY
$95.86 - $107.83 $37,001 - $41,622
386 Added 1.63%
24,061 $2.57 Million
Q3 2017

Nov 13, 2017

SELL
$88.42 - $95.51 $69,586 - $75,166
-787 Reduced 3.22%
23,675 $2.26 Million
Q2 2017

Aug 15, 2017

BUY
N/A
24,462
24,462 $2.24 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 $719B
  • 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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