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 $6.79 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares

28,040

Previous 24,528 14.32%

Holding current value

$6.79 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

4,616

Shares Held

1.95B

Call Options Held

29.8M

Put Options Held

35.7M

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 $711B
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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York Bridge Wealth Partners, LLC Jpmorgan Chase & CO Transaction History