A detailed history of Boyd Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Boyd Wealth Management, LLC holds 1,527 shares of JPM stock, worth $370,007. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,527
Previous 1,527 -0.0%
Holding current value
$370,007
Previous $308,000 4.22%
% of portfolio
0.16%
Previous 0.17%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 31, 2024

SELL
$135.69 - $170.3 $20,353 - $25,545
-150 Reduced 8.94%
1,527 $259,000
Q3 2023

Oct 25, 2023

BUY
$143.21 - $158.0 $21,481 - $23,700
150 Added 9.82%
1,677 $243,000
Q2 2023

Jul 20, 2023

BUY
$127.47 - $145.44 $194,646 - $222,086
1,527 New
1,527 $222,000
Q4 2022

Jan 20, 2023

BUY
$101.96 - $137.84 $155,692 - $210,481
1,527 New
1,527 $0
Q2 2022

Aug 03, 2022

SELL
$112.61 - $135.91 $171,955 - $207,534
-1,527 Closed
0 $0
Q1 2022

Apr 29, 2022

SELL
$128.3 - $168.44 $30,920 - $40,594
-241 Reduced 13.63%
1,527 $208,000
Q4 2021

Feb 07, 2022

BUY
$153.94 - $171.78 $272,165 - $303,707
1,768 New
1,768 $280,000

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 $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
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