A detailed history of Traverso Chambers Private Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Traverso Chambers Private Wealth Management, LLC holds 10,454 shares of JPM stock, worth $2.3 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
10,454
Previous 9,948 5.09%
Holding current value
$2.3 Million
Previous $1.44 Million 23.3%
% of portfolio
0.43%
Previous 0.39%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 08, 2024

BUY
$135.69 - $170.3 $68,659 - $86,171
506 Added 5.09%
10,454 $1.78 Million
Q3 2023

Oct 26, 2023

BUY
$143.21 - $158.0 $35,802 - $39,500
250 Added 2.58%
9,948 $1.44 Million
Q2 2023

Jul 13, 2023

BUY
$127.47 - $145.44 $23,836 - $27,197
187 Added 1.97%
9,698 $1.41 Million
Q1 2023

Apr 12, 2023

BUY
$124.91 - $143.8 $1,374 - $1,581
11 Added 0.12%
9,511 $1.24 Million
Q4 2022

Jan 27, 2023

SELL
$101.96 - $137.84 $2,956 - $3,997
-29 Reduced 0.3%
9,500 $1.27 Million
Q3 2022

Oct 12, 2022

BUY
$20.73 - $120.58 $8,043 - $46,785
388 Added 4.24%
9,529 $996,000
Q2 2022

Jul 13, 2022

BUY
$112.61 - $135.91 $53,489 - $64,557
475 Added 5.48%
9,141 $1.03 Million
Q1 2022

Apr 13, 2022

BUY
$128.3 - $168.44 $23,607 - $30,992
184 Added 2.17%
8,666 $1.18 Million
Q4 2021

Jan 19, 2022

BUY
$153.94 - $171.78 $21,243 - $23,705
138 Added 1.65%
8,482 $1.34 Million
Q3 2021

Oct 08, 2021

BUY
$146.97 - $166.98 $14,109 - $16,030
96 Added 1.16%
8,344 $1.37 Million
Q2 2021

Aug 12, 2021

BUY
$147.37 - $166.44 $85,032 - $96,035
577 Added 7.52%
8,248 $1.28 Million
Q1 2021

Apr 15, 2021

BUY
$125.65 - $157.65 $13,821 - $17,341
110 Added 1.45%
7,671 $1.17 Million
Q4 2020

Jan 19, 2021

BUY
$96.54 - $127.07 $60,530 - $79,672
627 Added 9.04%
7,561 $961,000
Q3 2020

Oct 20, 2020

BUY
$91.28 - $103.82 $33,682 - $38,309
369 Added 5.62%
6,934 $668,000
Q2 2020

Jul 09, 2020

BUY
$84.03 - $113.45 $35,376 - $47,762
421 Added 6.85%
6,565 $618,000
Q1 2020

Apr 10, 2020

BUY
$79.03 - $141.09 $2,845 - $5,079
36 Added 0.59%
6,144 $553,000
Q4 2019

Jan 09, 2020

SELL
$111.82 - $139.4 $4,472 - $5,576
-40 Reduced 0.65%
6,108 $851,000
Q3 2019

Oct 31, 2019

SELL
$104.8 - $120.23 $9,327 - $10,700
-89 Reduced 1.43%
6,148 $724,000
Q2 2019

Jul 17, 2019

SELL
$104.64 - $116.12 $18,835 - $20,901
-180 Reduced 2.81%
6,237 $710,000
Q4 2018

Feb 12, 2019

BUY
$92.14 - $115.32 $591,262 - $740,008
6,417 New
6,417 $626,000

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 $645B
  • 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 Traverso Chambers Private Wealth Management, LLC Portfolio

Follow Traverso Chambers Private Wealth Management, LLC 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 Traverso Chambers Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Traverso Chambers Private Wealth Management, LLC with notifications on news.