Ferguson Wellman Capital Management, Inc Jpmorgan Chase & CO Transaction History

Ferguson Wellman Capital Management, Inc

  • $4.99 Billion
  • Q3 2024

A detailed history of Ferguson Wellman Capital Management, Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Ferguson Wellman Capital Management, Inc holds 767,664 shares of JPM stock, worth $184 Million. This represents 3.24% of its overall portfolio holdings.

Number of Shares
767,664
Previous 705,507 8.81%
Holding current value
$184 Million
Previous $149 Million 8.81%
% of portfolio
3.24%
Previous 3.25%

Shares

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

Nov 06, 2024
BUY
$194.9 - $224.8 $12.1 Million - $14 Million
62,157 Added 8.81%
767,664 $162 Million
Q3 2024

Oct 18, 2024
SELL
$194.9 - $224.8 $13 Million - $15 Million
-66,559 Reduced 8.62%
705,507 $149 Million
Q2 2024

Jul 16, 2024
SELL
$180.08 - $204.79 $2.59 Million - $2.95 Million
-14,388 Reduced 1.83%
772,066 $156 Million
Q1 2024

Apr 09, 2024
BUY
$167.09 - $200.3 $2.01 Million - $2.41 Million
12,033 Added 1.55%
786,454 $158 Million
Q4 2023

Jan 11, 2024
BUY
$135.69 - $170.3 $1.28 Million - $1.6 Million
9,399 Added 1.23%
774,421 $132 Million
Q3 2023

Oct 12, 2023
BUY
$143.21 - $158.0 $373,348 - $411,906
2,607 Added 0.34%
765,022 $111 Million
Q2 2023

Jul 11, 2023
BUY
$127.47 - $145.44 $827,407 - $944,051
6,491 Added 0.86%
762,415 $111 Million
Q1 2023

Apr 20, 2023
BUY
$124.91 - $143.8 $1.48 Million - $1.7 Million
11,827 Added 1.59%
755,924 $98.5 Million
Q4 2022

Jan 13, 2023
BUY
$101.96 - $137.84 $28.2 Million - $38.2 Million
276,812 Added 59.24%
744,097 $99.8 Million
Q3 2022

Oct 17, 2022
BUY
$20.73 - $120.58 $244,655 - $1.42 Million
11,802 Added 2.59%
467,285 $48.8 Million
Q2 2022

Jul 14, 2022
BUY
$112.61 - $135.91 $3.02 Million - $3.64 Million
26,778 Added 6.25%
455,483 $51.3 Million
Q1 2022

Apr 14, 2022
SELL
$128.3 - $168.44 $5.25 Million - $6.9 Million
-40,957 Reduced 8.72%
428,705 $58.4 Million
Q4 2021

Jan 10, 2022
BUY
$153.94 - $171.78 $1.8 Million - $2.01 Million
11,678 Added 2.55%
469,662 $74.4 Million
Q3 2021

Oct 22, 2021
BUY
$146.97 - $166.98 $574,505 - $652,724
3,909 Added 0.86%
457,984 $75 Million
Q2 2021

Jul 12, 2021
BUY
$147.37 - $166.44 $1.39 Million - $1.57 Million
9,414 Added 2.12%
454,075 $70.6 Million
Q1 2021

Apr 26, 2021
SELL
$125.65 - $157.65 $43.3 Million - $54.3 Million
-344,726 Reduced 43.67%
444,661 $67.7 Million
Q4 2020

Feb 04, 2021
BUY
$96.54 - $127.07 $638,129 - $839,932
6,610 Added 0.84%
789,387 $100 Million
Q3 2020

Oct 13, 2020
SELL
$91.28 - $103.82 $4.61 Million - $5.24 Million
-50,510 Reduced 6.06%
782,777 $75.4 Million
Q2 2020

Aug 04, 2020
SELL
$84.03 - $113.45 $275,618 - $372,116
-3,280 Reduced 0.39%
833,287 $78.4 Million
Q1 2020

Apr 21, 2020
BUY
$79.03 - $141.09 $1.04 Million - $1.85 Million
13,118 Added 1.59%
836,567 $75.3 Million
Q4 2019

Jan 24, 2020
BUY
$111.82 - $139.4 $111,260 - $138,703
995 Added 0.12%
823,449 $115 Million
Q3 2019

Oct 15, 2019
BUY
$104.8 - $120.23 $557,326 - $639,383
5,318 Added 0.65%
822,454 $96.8 Million
Q2 2019

Jul 16, 2019
BUY
$104.64 - $116.12 $472,449 - $524,281
4,515 Added 0.56%
817,136 $91.4 Million
Q1 2019

Apr 11, 2019
SELL
$97.11 - $107.19 $948,570 - $1.05 Million
-9,768 Reduced 1.19%
812,621 $82.3 Million
Q4 2018

Jan 16, 2019
BUY
$92.14 - $115.32 $1.38 Million - $1.72 Million
14,953 Added 1.85%
822,389 $80.3 Million
Q3 2018

Oct 25, 2018
BUY
$103.61 - $118.63 $689,628 - $789,601
6,656 Added 0.83%
807,436 $91.1 Million
Q2 2018

Aug 10, 2018
BUY
$103.24 - $114.29 $7.38 Million - $8.17 Million
71,469 Added 9.8%
800,780 $83.4 Million
Q1 2018

Apr 09, 2018
BUY
$107.01 - $118.77 $28.7 Million - $31.8 Million
268,038 Added 58.11%
729,311 $80.2 Million
Q4 2017

Jan 24, 2018
BUY
$95.86 - $107.83 $571,421 - $642,774
5,961 Added 1.31%
461,273 $49.3 Million
Q3 2017

Oct 11, 2017
BUY
$88.42 - $95.51 $40.3 Million - $43.5 Million
455,312
455,312 $43.5 Million

Others Institutions Holding JPM

# of Institutions
4,620
Shares Held
1.95B
Call Options Held
29.8M
Put Options Held
35.7M
View Full List

About JPMORGAN CHASE & CO

JPM Quotes by TradingView
  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $704B
  • 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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