York Bridge Wealth Partners, LLC Jpmorgan Chase & CO Transaction History

York Bridge Wealth Partners, LLC

$394 Million
Q4 2022

A detailed history of York Bridge Wealth Partners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 28,040 shares of JPM stock, worth $5.9 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares

28,040

Previous 24,528 14.32%

Holding current value

$5.9 Million

Previous $2.56 Million 46.7%

% of portfolio

0.96%

Previous 0.66%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 26, 2023	BUY	$101.96 - $137.84 $358,083 - $484,094	3,512 Added 14.32%	28,040 $0
Q3 2022 Oct 18, 2022	SELL	$20.73 - $120.58 $50,228 - $292,165	-2,423 Reduced 8.99%	24,528 $2.56 Million
Q2 2022 Jul 15, 2022	BUY	$112.61 - $135.91 $73,309 - $88,477	651 Added 2.48%	26,951 $3.04 Million
Q1 2022 Apr 15, 2022	SELL	$128.3 - $168.44 $1.27 Million - $1.67 Million	-9,902 Reduced 27.35%	26,300 $3.59 Million
Q4 2021 Jan 19, 2022	SELL	$153.94 - $171.78 $80,356 - $89,669	-522 Reduced 1.42%	36,202 $5.73 Million
Q3 2021 Oct 22, 2021	BUY	$146.97 - $166.98 $243,676 - $276,852	1,658 Added 4.73%	36,724 $6.01 Million
Q2 2021 Jul 22, 2021	BUY	$147.37 - $166.44 $252,886 - $285,611	1,716 Added 5.15%	35,066 $5.45 Million
Q1 2021 Apr 15, 2021	BUY	$125.65 - $157.65 $295,780 - $371,108	2,354 Added 7.59%	33,350 $5.08 Million
Q4 2020 Jan 19, 2021	BUY	$96.54 - $127.07 $880,927 - $1.16 Million	9,125 Added 41.72%	30,996 $3.94 Million
Q3 2020 Oct 19, 2020	BUY	$91.28 - $103.82 $626,728 - $712,828	6,866 Added 45.76%	21,871 $2.11 Million
Q2 2020 Jul 20, 2020	SELL	$84.03 - $113.45 $27,393 - $36,984	-326 Reduced 2.13%	15,005 $1.41 Million
Q1 2020 Apr 16, 2020	SELL	$79.03 - $141.09 $46,943 - $83,807	-594 Reduced 3.73%	15,331 $1.38 Million
Q4 2019 Jan 17, 2020	SELL	$111.82 - $139.4 $128,369 - $160,031	-1,148 Reduced 6.72%	15,925 $2.22 Million
Q3 2019 Oct 21, 2019	SELL	$104.8 - $120.23 $263,048 - $301,777	-2,510 Reduced 12.82%	17,073 $2.01 Million
Q2 2019 Jul 18, 2019	SELL	$104.64 - $116.12 $75,968 - $84,303	-726 Reduced 3.57%	19,583 $2.19 Million
Q1 2019 May 09, 2019	SELL	$97.11 - $107.19 $6,506 - $7,181	-67 Reduced 0.33%	20,309 $2.06 Million
Q4 2018 Feb 14, 2019	SELL	$92.14 - $115.32 $19,072 - $23,871	-207 Reduced 1.01%	20,376 $1.99 Million
Q3 2018 Nov 14, 2018	SELL	$103.61 - $118.63 $80,608 - $92,294	-778 Reduced 3.64%	20,583 $2.34 Million
Q2 2018 Aug 10, 2018	SELL	$103.24 - $114.29 $42,741 - $47,316	-414 Reduced 1.9%	21,361 $2.23 Million
Q1 2018 May 15, 2018	SELL	$107.01 - $118.77 $111,290 - $123,520	-1,040 Reduced 4.56%	21,775 $2.47 Million
Q4 2017 Feb 12, 2018	SELL	$95.86 - $107.83 $92,409 - $103,948	-964 Reduced 4.05%	22,815 $2.48 Million
Q3 2017 Oct 27, 2017	SELL	$88.42 - $95.51 $11,494 - $12,416	-130 Reduced 0.54%	23,779 $2.27 Million
Q2 2017 Aug 14, 2017	BUY	N/A	23,909	23,909 $2.22 Million

Others Institutions Holding JPM

# of Institutions

4,533

Shares Held

2.01B

Call Options Held

26.2M

Put Options Held

29.1M

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 $617B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of York Bridge Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on York Bridge Wealth Partners, LLC with notifications on news.

Account

York Bridge Wealth Partners, LLC Jpmorgan Chase & CO Transaction History