Bradley & Co. Private Wealth Management, LLC Jpmorgan Chase & CO Transaction History

Bradley & Co. Private Wealth Management, LLC

$134 Million
Q2 2024

A detailed history of Bradley & Co. Private Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Bradley & Co. Private Wealth Management, LLC holds 41,095 shares of JPM stock, worth $9.99 Million. This represents 6.19% of its overall portfolio holdings.

Number of Shares

41,095

Previous 41,947 2.03%

Holding current value

$9.99 Million

Previous $8.4 Million 1.07%

% of portfolio

6.19%

Previous 6.83%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	SELL	$180.08 - $204.79 $153,428 - $174,481	-852 Reduced 2.03%	41,095 $8.31 Million
Q1 2024 Apr 26, 2024	BUY	$167.09 - $200.3 $288,731 - $346,118	1,728 Added 4.3%	41,947 $8.4 Million
Q4 2023 Feb 02, 2024	SELL	$135.69 - $170.3 $42,606 - $53,474	-314 Reduced 0.77%	40,219 $6.84 Million
Q3 2023 Oct 26, 2023	SELL	$143.21 - $158.0 $112,563 - $124,188	-786 Reduced 1.9%	40,533 $5.88 Million
Q2 2023 Jul 24, 2023	BUY	$127.47 - $145.44 $126,577 - $144,421	993 Added 2.46%	41,319 $6.01 Million
Q1 2023 May 08, 2023	SELL	$124.91 - $143.8 $535,863 - $616,902	-4,290 Reduced 9.62%	40,326 $5.25 Million
Q4 2022 Feb 13, 2023	BUY	$101.96 - $137.84 $120,006 - $162,237	1,177 Added 2.71%	44,616 $5.98 Million
Q3 2022 Oct 21, 2022	BUY	$20.73 - $120.58 $30,120 - $175,202	1,453 Added 3.46%	43,439 $4.54 Million
Q2 2022 Jul 25, 2022	BUY	$112.61 - $135.91 $105,402 - $127,211	936 Added 2.28%	41,986 $4.73 Million
Q1 2022 May 06, 2022	BUY	$128.3 - $168.44 $589,153 - $773,476	4,592 Added 12.6%	41,050 $5.6 Million
Q4 2021 Jan 21, 2022	BUY	$153.94 - $171.78 $183,496 - $204,761	1,192 Added 3.38%	36,458 $5.77 Million
Q3 2021 Nov 05, 2021	BUY	$146.97 - $166.98 $190,473 - $216,406	1,296 Added 3.82%	35,266 $5.77 Million
Q2 2021 Aug 09, 2021	BUY	$147.37 - $166.44 $38,316 - $43,274	260 Added 0.77%	33,970 $5.28 Million
Q1 2021 May 12, 2021	BUY	$125.65 - $157.65 $4.24 Million - $5.31 Million	33,710 New	33,710 $5.13 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 $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

Portfolio Update

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

News

Stay updated on Bradley & Co. Private Wealth Management, LLC with notifications on news.

Account

Bradley & Co. Private Wealth Management, LLC Jpmorgan Chase & CO Transaction History