A detailed history of Chesapeake Wealth Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Chesapeake Wealth Management holds 10,786 shares of JPM stock, worth $2.61 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares
10,786
Previous 10,682 0.97%
Holding current value
$2.61 Million
Previous $2.16 Million 5.23%
% of portfolio
0.78%
Previous 0.79%

Shares

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

Nov 07, 2024

BUY
$194.9 - $224.8 $20,269 - $23,379
104 Added 0.97%
10,786 $2.27 Million
Q2 2024

Aug 13, 2024

SELL
$180.08 - $204.79 $82,476 - $93,793
-458 Reduced 4.11%
10,682 $2.16 Million
Q1 2024

May 07, 2024

SELL
$167.09 - $200.3 $48,289 - $57,886
-289 Reduced 2.53%
11,140 $2.23 Million
Q4 2023

Feb 12, 2024

SELL
$135.69 - $170.3 $59,974 - $75,272
-442 Reduced 3.72%
11,429 $1.94 Million
Q3 2023

Nov 16, 2023

SELL
$143.21 - $158.0 $71,461 - $78,842
-499 Reduced 4.03%
11,871 $1.72 Million
Q2 2023

Aug 01, 2023

SELL
$127.47 - $145.44 $68,451 - $78,101
-537 Reduced 4.16%
12,370 $1.8 Million
Q1 2023

Apr 25, 2023

SELL
$124.91 - $143.8 $14,864 - $17,112
-119 Reduced 0.91%
12,907 $1.68 Million
Q4 2022

Feb 23, 2023

SELL
$101.96 - $137.84 $82,281 - $111,236
-807 Reduced 5.83%
13,026 $1.75 Million
Q3 2022

Oct 28, 2022

SELL
$20.73 - $120.58 $48,238 - $280,589
-2,327 Reduced 14.4%
13,833 $1.45 Million
Q2 2022

Jul 21, 2022

SELL
$112.61 - $135.91 $268,574 - $324,145
-2,385 Reduced 12.86%
16,160 $1.82 Million
Q1 2022

Apr 19, 2022

SELL
$128.3 - $168.44 $922,990 - $1.21 Million
-7,194 Reduced 27.95%
18,545 $2.53 Million
Q4 2021

Feb 03, 2022

BUY
$153.94 - $171.78 $2,770 - $3,092
18 Added 0.07%
25,739 $4.08 Million
Q3 2021

Oct 26, 2021

SELL
$146.97 - $166.98 $337,002 - $382,885
-2,293 Reduced 8.19%
25,721 $4.21 Million
Q2 2021

Jul 29, 2021

SELL
$147.37 - $166.44 $163,138 - $184,249
-1,107 Reduced 3.8%
28,014 $4.36 Million
Q1 2021

Apr 26, 2021

SELL
$125.65 - $157.65 $51,516 - $64,636
-410 Reduced 1.39%
29,121 $4.43 Million
Q4 2020

Feb 05, 2021

SELL
$96.54 - $127.07 $35,719 - $47,015
-370 Reduced 1.24%
29,531 $3.75 Million
Q3 2020

Nov 12, 2020

SELL
$91.28 - $103.82 $2,464 - $2,803
-27 Reduced 0.09%
29,901 $2.88 Million
Q2 2020

Aug 11, 2020

BUY
$84.03 - $113.45 $10,923 - $14,748
130 Added 0.44%
29,928 $2.82 Million
Q1 2020

Apr 29, 2020

BUY
$79.03 - $141.09 $24,262 - $43,314
307 Added 1.04%
29,798 $2.68 Million
Q4 2019

Jan 29, 2020

BUY
$111.82 - $139.4 $87,778 - $109,429
785 Added 2.73%
29,491 $4.11 Million
Q3 2019

Oct 25, 2019

BUY
$104.8 - $120.23 $31,649 - $36,309
302 Added 1.06%
28,706 $3.38 Million
Q2 2019

Aug 01, 2019

BUY
$104.64 - $116.12 $12,766 - $14,166
122 Added 0.43%
28,404 $3.18 Million
Q1 2019

Apr 17, 2019

BUY
$97.11 - $107.19 $39,329 - $43,411
405 Added 1.45%
28,282 $2.86 Million
Q4 2018

Feb 06, 2019

BUY
$92.14 - $115.32 $48,834 - $61,119
530 Added 1.94%
27,877 $2.72 Million
Q3 2018

Nov 14, 2018

BUY
$103.61 - $118.63 $16,681 - $19,099
161 Added 0.59%
27,347 $3.09 Million
Q2 2018

Aug 07, 2018

BUY
$103.24 - $114.29 $2,168 - $2,400
21 Added 0.08%
27,186 $2.83 Million
Q1 2018

Jun 04, 2018

BUY
$107.01 - $118.77 $2.91 Million - $3.23 Million
27,165 New
27,165 $2.99 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 $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 Chesapeake Wealth Management Portfolio

Follow Chesapeake Wealth Management 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 Chesapeake Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Chesapeake Wealth Management with notifications on news.