A detailed history of Cahaba Wealth Management, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Cahaba Wealth Management, Inc. holds 2,629 shares of JPM stock, worth $577,801. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,629
Previous 2,870 8.4%
Holding current value
$577,801
Previous $580,000 4.48%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 18, 2024

SELL
$194.9 - $224.8 $46,970 - $54,176
-241 Reduced 8.4%
2,629 $554,000
Q2 2024

Aug 05, 2024

SELL
$180.08 - $204.79 $66,089 - $75,157
-367 Reduced 11.34%
2,870 $580,000
Q1 2024

Apr 22, 2024

SELL
$167.09 - $200.3 $7,351 - $8,813
-44 Reduced 1.34%
3,237 $648,000
Q4 2023

Jan 23, 2024

SELL
$135.69 - $170.3 $1,085 - $1,362
-8 Reduced 0.24%
3,281 $558,000
Q3 2023

Oct 18, 2023

SELL
$143.21 - $158.0 $48,834 - $53,878
-341 Reduced 9.39%
3,289 $476,000
Q2 2023

Jul 26, 2023

SELL
$127.47 - $145.44 $4,461 - $5,090
-35 Reduced 0.95%
3,630 $527,000
Q1 2023

May 04, 2023

SELL
$124.91 - $143.8 $624 - $719
-5 Reduced 0.14%
3,665 $477,000
Q4 2022

Jan 30, 2023

SELL
$101.96 - $137.84 $9,482 - $12,819
-93 Reduced 2.47%
3,670 $492,000
Q3 2022

Oct 18, 2022

BUY
$20.73 - $120.58 $2,943 - $17,122
142 Added 3.92%
3,763 $393,000
Q2 2022

Jul 19, 2022

BUY
$112.61 - $135.91 $29,278 - $35,336
260 Added 7.74%
3,621 $407,000
Q1 2022

May 05, 2022

BUY
$128.3 - $168.44 $101,357 - $133,067
790 Added 30.73%
3,361 $401,000
Q4 2021

Feb 01, 2022

BUY
$153.94 - $171.78 $58,343 - $65,104
379 Added 17.29%
2,571 $407,000
Q3 2021

Oct 15, 2021

BUY
$146.97 - $166.98 $99,645 - $113,212
678 Added 44.78%
2,192 $358,000
Q1 2021

May 06, 2021

SELL
$125.65 - $157.65 $70,112 - $87,968
-558 Reduced 26.93%
1,514 $230,000
Q4 2020

Feb 10, 2021

BUY
$96.54 - $127.07 $200,030 - $263,289
2,072 New
2,072 $277,000
Q1 2020

Apr 30, 2020

SELL
$79.03 - $141.09 $115,541 - $206,273
-1,462 Closed
0 $0
Q4 2019

Feb 10, 2020

BUY
$111.82 - $139.4 $163,480 - $203,802
1,462 New
1,462 $203,000
Q4 2018

Jan 14, 2019

SELL
$92.14 - $115.32 $162,719 - $203,655
-1,766 Closed
0 $0
Q3 2018

Oct 04, 2018

BUY
$103.61 - $118.63 $182,975 - $209,500
1,766 New
1,766 $200,000

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 $645B
  • 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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