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 $9.12 Million. This represents 6.19% of its overall portfolio holdings.

Number of Shares
41,095
Previous 41,947 2.03%
Holding current value
$9.12 Million
Previous $8.4 Million 1.07%
% of portfolio
6.19%
Previous 6.83%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $651B
  • 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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