Bartlett & Co. Wealth Management LLC Jpmorgan Chase & CO Transaction History

Bartlett & Co. Wealth Management LLC

  • $6.89 Trillion
  • Q4 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 761,467 shares of JPM stock, worth $203 Million. This represents 2.65% of its overall portfolio holdings.

Number of Shares
761,467
Previous 769,492 1.04%
Holding current value
$203 Million
Previous $162 Billion 12.5%
% of portfolio
2.65%
Previous 2.33%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
SELL
$205.18 - $250.29 $1.65 Million - $2.01 Million
-8,025 Reduced 1.04%
761,467 $183 Billion
Q3 2024

Oct 17, 2024
SELL
$194.9 - $224.8 $4.15 Million - $4.79 Million
-21,301 Reduced 2.69%
769,492 $162 Billion
Q2 2024

Jul 12, 2024
SELL
$180.08 - $204.79 $1.22 Million - $1.39 Million
-6,777 Reduced 0.85%
790,793 $160 Billion
Q1 2024

May 09, 2024
SELL
$167.09 - $200.3 $3.93 Million - $4.72 Million
-23,547 Reduced 2.87%
797,570 $160 Billion
Q4 2023

Feb 14, 2024
BUY
$135.69 - $170.3 $329,319 - $413,318
2,427 Added 0.3%
821,117 $140 Billion
Q3 2023

Feb 14, 2024
BUY
$143.21 - $158.0 $721,635 - $796,162
5,039 Added 0.62%
818,690 $119 Billion
Q2 2023

Feb 14, 2024
BUY
$127.47 - $145.44 $9.86 Million - $11.2 Million
77,340 Added 10.5%
813,651 $118 Billion
Q1 2023

Feb 14, 2024
BUY
$124.91 - $143.8 $1.39 Million - $1.61 Million
11,166 Added 1.54%
736,311 $95.9 Billion
Q4 2022

Feb 14, 2024
BUY
$101.96 - $137.84 $533,352 - $721,041
5,231 Added 0.73%
725,145 $97.2 Billion
Q3 2022

Feb 14, 2024
SELL
$20.73 - $120.58 $18,304 - $106,472
-883 Reduced 0.12%
719,914 $75.2 Billion
Q2 2022

Feb 14, 2024
BUY
$112.61 - $135.91 $318,911 - $384,897
2,832 Added 0.39%
720,797 $81.2 Billion
Q1 2022

Feb 14, 2024
BUY
$128.3 - $168.44 $4.93 Million - $6.47 Million
38,401 Added 5.65%
717,965 $97.9 Billion
Q4 2021

Feb 14, 2024
BUY
$153.94 - $171.78 $444,578 - $496,100
2,888 Added 0.43%
679,564 $108 Billion
Q3 2021

Feb 13, 2024
BUY
$146.97 - $166.98 $467,070 - $530,662
3,178 Added 0.47%
676,676 $111 Billion
Q2 2021

Feb 13, 2024
BUY
$147.37 - $166.44 $251,118 - $283,613
1,704 Added 0.25%
673,498 $105 Billion
Q1 2021

Feb 13, 2024
BUY
$125.65 - $157.65 $701,378 - $880,002
5,582 Added 0.84%
671,794 $102 Billion
Q4 2020

Feb 13, 2024
SELL
$96.54 - $127.07 $6,468 - $8,513
-67 Reduced 0.01%
666,212 $84.7 Billion
Q3 2020

Feb 13, 2024
BUY
$91.28 - $103.82 $988,014 - $1.12 Million
10,824 Added 1.65%
666,279 $64.1 Billion
Q2 2020

Feb 13, 2024
BUY
$84.03 - $113.45 $1.01 Million - $1.36 Million
11,981 Added 1.86%
655,455 $61.7 Billion
Q1 2020

Feb 13, 2024
BUY
$79.03 - $141.09 $62,670 - $111,884
793 Added 0.12%
643,474 $57.9 Billion
Q4 2019

Feb 13, 2024
SELL
$111.82 - $139.4 $113,273 - $141,212
-1,013 Reduced 0.16%
642,681 $89.6 Billion
Q3 2019

Feb 13, 2024
BUY
$104.8 - $120.23 $42.1 Million - $48.3 Million
401,532 Added 165.81%
643,694 $75.8 Billion
Q2 2019

Feb 13, 2024
BUY
$104.64 - $116.12 $1.65 Million - $1.83 Million
15,724 Added 6.94%
242,162 $27.1 Billion
Q1 2019

Feb 13, 2024
BUY
$97.11 - $107.19 $12.9 Million - $14.2 Million
132,552 Added 141.18%
226,438 $22.9 Billion
Q4 2018

Feb 13, 2024
SELL
$92.14 - $115.32 $380,998 - $476,848
-4,135 Reduced 4.22%
93,886 $9.17 Billion
Q3 2018

Feb 13, 2024
BUY
$103.61 - $118.63 $56,571 - $64,771
546 Added 0.56%
98,021 $11.1 Billion
Q2 2018

Feb 13, 2024
BUY
$103.24 - $114.29 $144,019 - $159,434
1,395 Added 1.45%
97,475 $10.2 Billion
Q1 2018

Feb 13, 2024
BUY
$107.01 - $118.77 $10.3 Million - $11.4 Million
96,080 New
96,080 $10.6 Billion

Others Institutions Holding JPM

# of Institutions
4,756
Shares Held
1.95B
Call Options Held
29.8M
Put Options Held
35.8M
View Full List

About JPMORGAN CHASE & CO

JPM Quotes by TradingView
  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $783B
  • 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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