A detailed history of Cadent Capital Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Cadent Capital Advisors, LLC holds 1,658 shares of JPM stock, worth $414,035. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,658
Previous 1,337 24.01%
Holding current value
$414,035
Previous $270,000 29.26%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Oct 18, 2024

BUY
$194.9 - $224.8 $62,562 - $72,160
321 Added 24.01%
1,658 $349,000
Q2 2024

Jul 11, 2024

BUY
$180.08 - $204.79 $540 - $614
3 Added 0.22%
1,337 $270,000
Q1 2024

Apr 11, 2024

BUY
$167.09 - $200.3 $501 - $600
3 Added 0.23%
1,334 $267,000
Q4 2023

Jan 17, 2024

BUY
$135.69 - $170.3 $180,603 - $226,669
1,331 New
1,331 $226,000
Q2 2022

Aug 05, 2022

SELL
$112.61 - $135.91 $355,284 - $428,796
-3,155 Closed
0 $0
Q1 2022

May 06, 2022

BUY
$128.3 - $168.44 $142,797 - $187,473
1,113 Added 54.51%
3,155 $430,000
Q4 2021

Jan 24, 2022

SELL
$153.94 - $171.78 $17,857 - $19,926
-116 Reduced 5.38%
2,042 $323,000
Q3 2021

Oct 25, 2021

SELL
$146.97 - $166.98 $6,466 - $7,347
-44 Reduced 2.0%
2,158 $353,000
Q2 2021

Jul 30, 2021

BUY
$147.37 - $166.44 $15,473 - $17,476
105 Added 5.01%
2,202 $342,000
Q1 2021

May 12, 2021

BUY
$125.65 - $157.65 $18,093 - $22,701
144 Added 7.37%
2,097 $319,000
Q4 2020

Feb 12, 2021

BUY
$96.54 - $127.07 $188,542 - $248,167
1,953 New
1,953 $248,000

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 $732B
  • 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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