A detailed history of Greenwich Wealth Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Greenwich Wealth Management LLC holds 12,771 shares of JPM stock, worth $3.41 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
12,771
Previous 12,710 0.48%
Holding current value
$3.41 Million
Previous $2.57 Million 4.75%
% of portfolio
0.18%
Previous 0.19%

Shares

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

Oct 29, 2024

BUY
$194.9 - $224.8 $11,888 - $13,712
61 Added 0.48%
12,771 $2.69 Million
Q2 2024

Aug 09, 2024

SELL
$180.08 - $204.79 $54,204 - $61,641
-301 Reduced 2.31%
12,710 $2.57 Million
Q1 2024

May 13, 2024

BUY
$167.09 - $200.3 $114,623 - $137,405
686 Added 5.57%
13,011 $2.61 Million
Q4 2023

Feb 01, 2024

SELL
$135.69 - $170.3 $43,692 - $54,836
-322 Reduced 2.55%
12,325 $2.1 Million
Q3 2023

Nov 07, 2023

BUY
$143.21 - $158.0 $20,479 - $22,594
143 Added 1.14%
12,647 $1.83 Million
Q2 2023

Jul 31, 2023

SELL
$127.47 - $145.44 $19,630 - $22,397
-154 Reduced 1.22%
12,504 $1.82 Million
Q1 2023

Apr 24, 2023

BUY
$124.91 - $143.8 $20,485 - $23,583
164 Added 1.31%
12,658 $1.65 Million
Q4 2022

Feb 06, 2023

BUY
$101.96 - $137.84 $43,638 - $58,995
428 Added 3.55%
12,494 $1.68 Million
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $207 - $1,205
10 Added 0.08%
12,066 $1.26 Million
Q2 2022

Aug 08, 2022

SELL
$112.61 - $135.91 $76,236 - $92,011
-677 Reduced 5.32%
12,056 $1.36 Million
Q1 2022

May 11, 2022

SELL
$128.3 - $168.44 $60,172 - $78,998
-469 Reduced 3.55%
12,733 $1.74 Million
Q4 2021

Jan 28, 2022

BUY
$153.94 - $171.78 $26,785 - $29,889
174 Added 1.34%
13,202 $2.09 Million
Q3 2021

Oct 19, 2021

BUY
$146.97 - $166.98 $399,317 - $453,684
2,717 Added 26.35%
13,028 $2.13 Million
Q2 2021

Jul 27, 2021

SELL
$147.37 - $166.44 $9,431 - $10,652
-64 Reduced 0.62%
10,311 $1.6 Million
Q1 2021

May 06, 2021

SELL
$125.65 - $157.65 $101,148 - $126,908
-805 Reduced 7.2%
10,375 $1.58 Million
Q4 2020

Feb 12, 2021

SELL
$96.54 - $127.07 $1,930 - $2,541
-20 Reduced 0.18%
11,180 $1.42 Million
Q3 2020

Oct 29, 2020

BUY
$91.28 - $103.82 $547 - $622
6 Added 0.05%
11,200 $1.08 Million
Q2 2020

Aug 11, 2020

SELL
$84.03 - $113.45 $51,846 - $69,998
-617 Reduced 5.22%
11,194 $1.05 Million
Q1 2020

May 12, 2020

BUY
$79.03 - $141.09 $70,257 - $125,429
889 Added 8.14%
11,811 $1.06 Million
Q4 2019

Feb 10, 2020

SELL
$111.82 - $139.4 $12,859 - $16,031
-115 Reduced 1.04%
10,922 $1.52 Million
Q3 2019

Nov 12, 2019

SELL
$104.8 - $120.23 $47,893 - $54,945
-457 Reduced 3.98%
11,037 $1.3 Million
Q2 2019

Aug 13, 2019

BUY
$104.64 - $116.12 $16,009 - $17,766
153 Added 1.35%
11,494 $1.29 Million
Q1 2019

May 14, 2019

SELL
$97.11 - $107.19 $34,085 - $37,623
-351 Reduced 3.0%
11,341 $1.15 Million
Q4 2018

Feb 11, 2019

BUY
$92.14 - $115.32 $3,593 - $4,497
39 Added 0.33%
11,692 $1.14 Million
Q3 2018

Nov 07, 2018

BUY
$103.61 - $118.63 $10,568 - $12,100
102 Added 0.88%
11,653 $1.32 Million
Q2 2018

Jul 25, 2018

SELL
$103.24 - $114.29 $17,550 - $19,429
-170 Reduced 1.45%
11,551 $1.2 Million
Q1 2018

May 02, 2018

SELL
$107.01 - $118.77 $7,062 - $7,838
-66 Reduced 0.56%
11,721 $1.29 Million
Q4 2017

Feb 07, 2018

SELL
$95.86 - $107.83 $7,477 - $8,410
-78 Reduced 0.66%
11,787 $1.26 Million
Q3 2017

Nov 14, 2017

SELL
$88.42 - $95.51 $48,100 - $51,957
-544 Reduced 4.38%
11,865 $1.13 Million
Q2 2017

Aug 14, 2017

BUY
N/A
12,409
12,409 $1.13 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 $783B
  • 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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