Wilkinson Global Asset Management LLC Jpmorgan Chase & CO Transaction History

Wilkinson Global Asset Management LLC

$1.55 Billion
Q1 2025

A detailed history of Wilkinson Global Asset Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wilkinson Global Asset Management LLC holds 448,529 shares of JPM stock, worth $123 Million. This represents 7.11% of its overall portfolio holdings.

Number of Shares

448,529

Previous 455,408 1.51%

Holding current value

$123 Million

Previous $109 Million 0.79%

% of portfolio

7.11%

Previous 6.91%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	SELL	$225.19 - $279.95 $1.55 Million - $1.93 Million	-6,879 Reduced 1.51%	448,529 $110 Million
Q4 2024 Jan 31, 2025	SELL	$205.18 - $250.29 $6.97 Million - $8.5 Million	-33,972 Reduced 6.94%	455,408 $109 Million
Q3 2024 Oct 31, 2024	SELL	$194.9 - $224.8 $3.1 Million - $3.57 Million	-15,889 Reduced 3.14%	489,380 $103 Million
Q2 2024 Aug 06, 2024	SELL	$180.08 - $204.79 $1.01 Million - $1.15 Million	-5,614 Reduced 1.1%	505,269 $102 Million
Q1 2024 May 10, 2024	SELL	$167.09 - $200.3 $3.92 Million - $4.7 Million	-23,441 Reduced 4.39%	510,883 $102 Million
Q4 2023 Feb 12, 2024	SELL	$135.69 - $170.3 $130,669 - $163,998	-963 Reduced 0.18%	534,324 $90.9 Million
Q3 2023 Nov 14, 2023	SELL	$143.21 - $158.0 $431,634 - $476,212	-3,014 Reduced 0.56%	535,287 $77.6 Million
Q2 2023 Jul 28, 2023	SELL	$127.47 - $145.44 $1.27 Million - $1.45 Million	-9,963 Reduced 1.82%	538,301 $78.3 Million
Q1 2023 May 12, 2023	SELL	$124.91 - $143.8 $1.32 Million - $1.52 Million	-10,561 Reduced 1.89%	548,264 $71.4 Million
Q4 2022 Jan 31, 2023	SELL	$101.96 - $137.84 $776,221 - $1.05 Million	-7,613 Reduced 1.34%	558,825 $74.9 Million
Q3 2022 Oct 19, 2022	SELL	$20.73 - $120.58 $12,894 - $75,000	-622 Reduced 0.11%	566,438 $59.2 Million
Q2 2022 Jul 26, 2022	SELL	$112.61 - $135.91 $1.74 Million - $2.1 Million	-15,437 Reduced 2.65%	567,060 $63.9 Million
Q1 2022 May 09, 2022	BUY	$128.3 - $168.44 $557,078 - $731,366	4,342 Added 0.75%	582,497 $79.4 Million
Q4 2021 Feb 14, 2022	BUY	$153.94 - $171.78 $735,679 - $820,936	4,779 Added 0.83%	578,155 $91.6 Million
Q3 2021 Nov 15, 2021	SELL	$146.97 - $166.98 $856,982 - $973,660	-5,831 Reduced 1.01%	573,376 $93.9 Million
Q2 2021 Aug 16, 2021	BUY	$147.37 - $166.44 $1.05 Million - $1.19 Million	7,136 Added 1.25%	579,207 $90.1 Million
Q1 2021 Apr 28, 2021	BUY	$125.65 - $157.65 $71.9 Million - $90.2 Million	572,071 New	572,071 $87.1 Million

Others Institutions Holding JPM

# of Institutions

5,190

Shares Held

1.99B

Call Options Held

24M

Put Options Held

26.3M

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 $807B
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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Wilkinson Global Asset Management LLC Jpmorgan Chase & CO Transaction History