A detailed history of Bay Harbor Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Bay Harbor Wealth Management, LLC holds 489 shares of JPM stock, worth $118,895. This represents 0.03% of its overall portfolio holdings.

Number of Shares
489
Previous 435 12.41%
Holding current value
$118,895
Previous $87,000 18.39%
% of portfolio
0.03%
Previous 0.03%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

BUY
$194.9 - $224.8 $10,524 - $12,139
54 Added 12.41%
489 $103,000
Q2 2024

Jul 24, 2024

BUY
$180.08 - $204.79 $1,440 - $1,638
8 Added 1.87%
435 $87,000
Q1 2024

Apr 22, 2024

SELL
$167.09 - $200.3 $501 - $600
-3 Reduced 0.7%
427 $85,000
Q4 2023

Jan 26, 2024

BUY
$135.69 - $170.3 $51,155 - $64,203
377 Added 711.32%
430 $73,000
Q4 2022

Jan 25, 2023

BUY
$101.96 - $137.84 $101 - $137
1 Added 1.92%
53 $7,000
Q3 2022

Nov 02, 2022

SELL
$20.73 - $120.58 $10,675 - $62,098
-515 Reduced 90.83%
52 $5,000
Q1 2022

Apr 19, 2022

BUY
$128.3 - $168.44 $4,747 - $6,232
37 Added 6.98%
567 $77,000
Q4 2021

Feb 10, 2022

BUY
$153.94 - $171.78 $3,078 - $3,435
20 Added 3.92%
530 $81,000
Q3 2021

Nov 24, 2021

SELL
$146.97 - $166.98 $293 - $333
-2 Reduced 0.39%
510 $83,000
Q2 2021

Jul 28, 2021

SELL
$147.37 - $166.44 $884 - $998
-6 Reduced 1.16%
512 $80,000
Q1 2021

May 05, 2021

SELL
$125.65 - $157.65 $70,238 - $88,126
-559 Reduced 51.9%
518 $79,000
Q4 2020

Feb 09, 2021

SELL
$96.54 - $127.07 $17,184 - $22,618
-178 Reduced 14.18%
1,077 $137,000
Q3 2020

Oct 27, 2020

BUY
$91.28 - $103.82 $51,390 - $58,450
563 Added 81.36%
1,255 $121,000
Q2 2020

Jul 16, 2020

BUY
$84.03 - $113.45 $8,991 - $12,139
107 Added 18.29%
692 $65,000
Q1 2020

May 20, 2020

BUY
$79.03 - $141.09 $3,240 - $5,784
41 Added 7.54%
585 $53,000
Q4 2019

Jan 27, 2020

SELL
$111.82 - $139.4 $2,571 - $3,206
-23 Reduced 4.06%
544 $76,000
Q3 2019

Oct 15, 2019

SELL
$104.8 - $120.23 $2,620 - $3,005
-25 Reduced 4.22%
567 $65,000
Q2 2019

Jul 18, 2019

BUY
$104.64 - $116.12 $2,929 - $3,251
28 Added 4.96%
592 $66,000
Q1 2019

Apr 22, 2019

BUY
$97.11 - $107.19 $776 - $857
8 Added 1.44%
564 $57,000
Q4 2018

Feb 14, 2019

BUY
$92.14 - $115.32 $51,229 - $64,117
556 New
556 $54,000

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 $713B
  • 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

Track Bay Harbor Wealth Management, LLC Portfolio

Follow Bay Harbor Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bay Harbor Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bay Harbor Wealth Management, LLC with notifications on news.