A detailed history of Berry Wealth Group, LP transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Berry Wealth Group, LP holds 29,453 shares of JPM stock, worth $7.14 Million. This represents 4.45% of its overall portfolio holdings.

Number of Shares
29,453
Previous 29,237 0.74%
Holding current value
$7.14 Million
Previous $5.91 Billion 5.02%
% of portfolio
4.45%
Previous 4.72%

Shares

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

Oct 21, 2024

BUY
$194.9 - $224.8 $42,098 - $48,556
216 Added 0.74%
29,453 $6.21 Billion
Q2 2024

Jul 31, 2024

BUY
$180.08 - $204.79 $115,971 - $131,884
644 Added 2.25%
29,237 $5.91 Billion
Q1 2024

Apr 22, 2024

SELL
$167.09 - $200.3 $223,399 - $267,801
-1,337 Reduced 4.47%
28,593 $5.73 Billion
Q4 2023

Feb 05, 2024

BUY
$135.69 - $170.3 $4.06 Million - $5.1 Million
29,930 New
29,930 $5.09 Billion

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 $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 ...
More about JPM
Track This Portfolio

Track Berry Wealth Group, LP Portfolio

Follow Berry Wealth Group, LP 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 Berry Wealth Group, LP, based on Form 13F filings with the SEC.

News

Stay updated on Berry Wealth Group, LP with notifications on news.