A detailed history of Clear Point Advisors Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Clear Point Advisors Inc. holds 1,233 shares of JPM stock, worth $291,456. This represents 0.2% of its overall portfolio holdings.

Number of Shares
1,233
Previous 1,230 0.24%
Holding current value
$291,456
Previous $246 Million 1.21%
% of portfolio
0.2%
Previous 0.2%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$180.08 - $204.79 $540 - $614
3 Added 0.24%
1,233 $249 Million
Q1 2024

May 15, 2024

SELL
$167.09 - $200.3 $2,339 - $2,804
-14 Reduced 1.13%
1,230 $246 Million
Q4 2023

May 15, 2024

BUY
$135.69 - $170.3 $168,798 - $211,853
1,244 New
1,244 $212 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 $693B
  • 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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