A detailed history of Clune & Associates, Ltd. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Clune & Associates, Ltd. holds 3,162 shares of JPM stock, worth $913,059. This represents 0.25% of its overall portfolio holdings.

Number of Shares
3,162
Previous 2,630 20.23%
Holding current value
$913,059
Previous $645 Million 42.09%
% of portfolio
0.25%
Previous 0.2%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025

BUY
$210.28 - $289.91 $111,868 - $154,232
532 Added 20.23%
3,162 $917 Million
Q1 2025

Apr 28, 2025

SELL
$225.19 - $279.95 $9,683 - $12,037
-43 Reduced 1.61%
2,630 $645 Million
Q4 2024

Feb 11, 2025

BUY
$205.18 - $250.29 $548,446 - $669,025
2,673 New
2,673 $641 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 $847B
  • 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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