A detailed history of Coordinated Financial Services, Inc./Co transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Coordinated Financial Services, Inc./Co holds 2,451 shares of JPM stock, worth $682,039. This represents 0.46% of its overall portfolio holdings.

Number of Shares
2,451
Previous 2,970 17.47%
Holding current value
$682,039
Previous $601 Million 0.09%
% of portfolio
0.46%
Previous 0.51%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 16, 2025

SELL
$225.19 - $279.95 $116,873 - $145,294
-519 Reduced 17.47%
2,451 $601 Million
Q2 2024

Jul 22, 2024

SELL
$180.08 - $204.79 $65,909 - $74,953
-366 Reduced 10.97%
2,970 $601 Million
Q1 2024

May 10, 2024

BUY
$167.09 - $200.3 $557,412 - $668,200
3,336 New
3,336 $668 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 $816B
  • 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 Coordinated Financial Services, Inc./Co Portfolio

Follow Coordinated Financial Services, Inc./Co 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 Coordinated Financial Services, Inc./Co, based on Form 13F filings with the SEC.

News

Stay updated on Coordinated Financial Services, Inc./Co with notifications on news.