Ritholtz Wealth Management Jpmorgan Chase & CO Transaction History

Ritholtz Wealth Management

  • $5.05 Billion
  • Q3 2025

A detailed history of Ritholtz Wealth Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Ritholtz Wealth Management holds 93,552 shares of JPM stock, worth $28.1 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
93,552
Previous 87,187 7.3%
Holding current value
$28.1 Million
Previous $25.3 Million 16.75%
% of portfolio
0.58%
Previous 0.57%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025
BUY
$282.78 - $316.06 $1.8 Million - $2.01 Million
6,365 Added 7.3%
93,552 $29.5 Million
Q2 2025

Jul 28, 2025
BUY
$210.28 - $289.91 $1.74 Million - $2.39 Million
8,256 Added 10.46%
87,187 $25.3 Million
Q1 2025

Apr 16, 2025
BUY
$225.19 - $279.95 $401,738 - $499,430
1,784 Added 2.31%
78,931 $19.4 Million
Q4 2024

Jan 14, 2025
BUY
$205.18 - $250.29 $820,720 - $1 Million
4,000 Added 5.47%
77,147 $18.5 Million
Q3 2024

Oct 10, 2024
BUY
$194.9 - $224.8 $166,054 - $191,529
852 Added 1.18%
73,147 $15.4 Million
Q2 2024

Jul 31, 2024
BUY
$180.08 - $204.79 $67,349 - $76,591
374 Added 0.52%
72,295 $14.6 Million
Q1 2024

Apr 24, 2024
BUY
$167.09 - $200.3 $859,845 - $1.03 Million
5,146 Added 7.71%
71,921 $14.4 Million
Q4 2023

Jan 18, 2024
BUY
$135.69 - $170.3 $866,652 - $1.09 Million
6,387 Added 10.58%
66,775 $11.4 Million
Q3 2023

Oct 13, 2023
BUY
$143.21 - $158.0 $981,274 - $1.08 Million
6,852 Added 12.8%
60,388 $8.76 Million
Q2 2023

Jul 14, 2023
BUY
$127.47 - $145.44 $956,534 - $1.09 Million
7,504 Added 16.3%
53,536 $7.79 Million
Q1 2023

Apr 19, 2023
BUY
$124.91 - $143.8 $454,797 - $523,575
3,641 Added 8.59%
46,032 $6 Million
Q4 2022

Jan 18, 2023
SELL
$101.96 - $137.84 $2.01 Million - $2.72 Million
-19,709 Reduced 31.74%
42,391 $0
Q3 2022

Oct 18, 2022
BUY
$20.73 - $120.58 $440,761 - $2.56 Million
21,262 Added 52.06%
62,100 $6.49 Million
Q2 2022

Jul 15, 2022
BUY
$112.61 - $135.91 $981,058 - $1.18 Million
8,712 Added 27.12%
40,838 $4.6 Million
Q1 2022

Apr 14, 2022
SELL
$128.3 - $168.44 $211,438 - $277,589
-1,648 Reduced 4.88%
32,126 $4.38 Million
Q4 2021

Jan 18, 2022
BUY
$153.94 - $171.78 $542,792 - $605,696
3,526 Added 11.66%
33,774 $5.35 Million
Q3 2021

Oct 14, 2021
BUY
$146.97 - $166.98 $196,204 - $222,918
1,335 Added 4.62%
30,248 $4.95 Million
Q2 2021

Jul 20, 2021
BUY
$147.37 - $166.44 $586,532 - $662,431
3,980 Added 15.96%
28,913 $4.5 Million
Q1 2021

May 12, 2021
BUY
$125.65 - $157.65 $508,631 - $638,167
4,048 Added 19.38%
24,933 $3.8 Million
Q4 2020

Jan 19, 2021
BUY
$96.54 - $127.07 $452,096 - $595,068
4,683 Added 28.9%
20,885 $2.65 Million
Q3 2020

Oct 23, 2020
BUY
$91.28 - $103.82 $70,285 - $79,941
770 Added 4.99%
16,202 $1.56 Million
Q2 2020

Jul 15, 2020
BUY
$84.03 - $113.45 $483,592 - $652,904
5,755 Added 59.47%
15,432 $1.45 Million
Q1 2020

Apr 09, 2020
SELL
$79.03 - $141.09 $94,677 - $169,025
-1,198 Reduced 11.02%
9,677 $871,000
Q4 2019

Jan 17, 2020
BUY
$111.82 - $139.4 $99,631 - $124,205
891 Added 8.92%
10,875 $1.52 Million
Q3 2019

Oct 17, 2019
BUY
$104.8 - $120.23 $207,399 - $237,935
1,979 Added 24.72%
9,984 $1.18 Million
Q2 2019

Jul 15, 2019
BUY
$104.64 - $116.12 $10,359 - $11,495
99 Added 1.25%
8,005 $895,000
Q1 2019

Apr 12, 2019
SELL
$97.11 - $107.19 $136,633 - $150,816
-1,407 Reduced 15.11%
7,906 $800,000
Q4 2018

Jan 18, 2019
SELL
$92.14 - $115.32 $134,155 - $167,905
-1,456 Reduced 13.52%
9,313 $909,000
Q3 2018

Oct 12, 2018
BUY
$103.61 - $118.63 $40,718 - $46,621
393 Added 3.79%
10,769 $1.22 Million
Q2 2018

Jul 12, 2018
BUY
$103.24 - $114.29 $56,369 - $62,402
546 Added 5.55%
10,376 $1.08 Million
Q1 2018

Apr 17, 2018
SELL
$107.01 - $118.77 $5,885 - $6,532
-55 Reduced 0.56%
9,830 $1.08 Million
Q4 2017

Jan 23, 2018
BUY
$95.86 - $107.83 $170,918 - $192,260
1,783 Added 22.01%
9,885 $1.06 Million
Q3 2017

Oct 17, 2017
BUY
$88.42 - $95.51 $716,378 - $773,822
8,102
8,102 $774,000

Others Institutions Holding JPM

# of Institutions
5,428
Shares Held
1.96B
Call Options Held
28M
Put Options Held
31.7M
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 $881B
  • 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 Ritholtz Wealth Management Portfolio

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

News

Stay updated on Ritholtz Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email