A detailed history of Kapstone Financial Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Kapstone Financial Advisors LLC holds 9,768 shares of JPM stock, worth $2.39 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares
9,768
Previous 9,346 4.52%
Holding current value
$2.39 Million
Previous $1.89 Billion 8.77%
% of portfolio
1.25%
Previous 1.24%

Shares

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

Nov 06, 2024

BUY
$194.9 - $224.8 $82,247 - $94,865
422 Added 4.52%
9,768 $2.06 Billion
Q2 2024

Aug 02, 2024

BUY
$180.08 - $204.79 $40,878 - $46,487
227 Added 2.49%
9,346 $1.89 Billion
Q1 2024

May 13, 2024

BUY
$167.09 - $200.3 $52,299 - $62,693
313 Added 3.55%
9,119 $1.83 Billion
Q4 2023

Feb 05, 2024

SELL
$135.69 - $170.3 $768,412 - $964,408
-5,663 Reduced 39.14%
8,806 $1.52 Billion
Q3 2023

Nov 03, 2023

BUY
$143.21 - $158.0 $859,260 - $948,000
6,000 Added 70.85%
14,469 $2.1 Billion
Q2 2023

Aug 08, 2023

SELL
$127.47 - $145.44 $49,840 - $56,867
-391 Reduced 4.41%
8,469 $1.33 Billion
Q1 2023

Apr 20, 2023

SELL
$124.91 - $143.8 $49,964 - $57,520
-400 Reduced 4.32%
8,860 $1.14 Billion
Q4 2022

Feb 15, 2023

BUY
$101.96 - $137.84 $944,149 - $1.28 Million
9,260 New
9,260 $1.29 Billion

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 $718B
  • 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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