A detailed history of Ropes Wealth Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Ropes Wealth Advisors LLC holds 67,450 shares of JPM stock, worth $16.1 Million. This represents 1.91% of its overall portfolio holdings.

Number of Shares
67,450
Previous 70,178 3.89%
Holding current value
$16.1 Million
Previous $10.2 Million 4.16%
% of portfolio
1.91%
Previous 1.71%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 19, 2023

SELL
$143.21 - $158.0 $390,676 - $431,024
-2,728 Reduced 3.89%
67,450 $9.78 Million
Q2 2023

Aug 07, 2023

BUY
$127.47 - $145.44 $319,694 - $364,763
2,508 Added 3.71%
70,178 $10.2 Million
Q1 2023

May 08, 2023

BUY
$124.91 - $143.8 $465,164 - $535,511
3,724 Added 5.82%
67,670 $8.82 Million
Q4 2022

Feb 06, 2023

BUY
$101.96 - $137.84 $229,613 - $310,415
2,252 Added 3.65%
63,946 $8.58 Million
Q3 2022

Nov 01, 2022

BUY
$20.73 - $120.58 $61,692 - $358,846
2,976 Added 5.07%
61,694 $6.45 Million
Q2 2022

Aug 10, 2022

BUY
$112.61 - $135.91 $24,323 - $29,356
216 Added 0.37%
58,718 $6.61 Million
Q1 2022

May 04, 2022

SELL
$128.3 - $168.44 $104,179 - $136,773
-812 Reduced 1.37%
58,502 $7.97 Million
Q4 2021

Feb 10, 2022

SELL
$153.94 - $171.78 $2.01 Million - $2.25 Million
-13,078 Reduced 18.07%
59,314 $9.39 Million
Q3 2021

Nov 05, 2021

SELL
$146.97 - $166.98 $379,770 - $431,476
-2,584 Reduced 3.45%
72,392 $11.9 Million
Q2 2021

Aug 04, 2021

SELL
$147.37 - $166.44 $127,327 - $143,804
-864 Reduced 1.14%
74,976 $11.7 Million
Q1 2021

May 12, 2021

SELL
$125.65 - $157.65 $1.07 Million - $1.35 Million
-8,537 Reduced 10.12%
75,840 $12 Million
Q4 2020

Feb 05, 2021

BUY
$96.54 - $127.07 $1.47 Million - $1.94 Million
15,259 Added 22.08%
84,377 $10.7 Million
Q3 2020

Oct 16, 2020

SELL
$91.28 - $103.82 $2,555 - $2,906
-28 Reduced 0.04%
69,118 $6.65 Million
Q2 2020

Jul 20, 2020

SELL
$84.03 - $113.45 $245,535 - $331,500
-2,922 Reduced 4.05%
69,146 $6.5 Million
Q1 2020

Apr 24, 2020

SELL
$79.03 - $141.09 $444,859 - $794,195
-5,629 Reduced 7.24%
72,068 $6.49 Million
Q4 2019

Feb 05, 2020

SELL
$111.82 - $139.4 $2.07 Million - $2.58 Million
-18,477 Reduced 19.21%
77,697 $10.8 Million
Q3 2019

Nov 05, 2019

SELL
$104.8 - $120.23 $138,860 - $159,304
-1,325 Reduced 1.36%
96,174 $11.3 Million
Q2 2019

Jul 31, 2019

SELL
$104.64 - $116.12 $157,483 - $174,760
-1,505 Reduced 1.52%
97,499 $10.9 Million
Q1 2019

Apr 15, 2019

BUY
$97.11 - $107.19 $63,121 - $69,673
650 Added 0.66%
99,004 $10 Million
Q4 2018

Feb 08, 2019

SELL
$92.14 - $115.32 $168,155 - $210,459
-1,825 Reduced 1.82%
98,354 $9.6 Million
Q3 2018

Oct 30, 2018

BUY
$103.61 - $118.63 $365,743 - $418,763
3,530 Added 3.65%
100,179 $11.3 Million
Q2 2018

Aug 13, 2018

SELL
$103.24 - $114.29 $17,860 - $19,772
-173 Reduced 0.18%
96,649 $10.1 Million
Q1 2018

Apr 30, 2018

SELL
$107.01 - $118.77 $25,361 - $28,148
-237 Reduced 0.24%
96,822 $10.6 Million
Q4 2017

Feb 13, 2018

SELL
$95.86 - $107.83 $238,212 - $267,957
-2,485 Reduced 2.5%
97,059 $10.4 Million
Q3 2017

Nov 09, 2017

BUY
$88.42 - $95.51 $8.8 Million - $9.51 Million
99,544
99,544 $9.51 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 $699B
  • 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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