Cahill Financial Advisors Inc Jpmorgan Chase & CO Transaction History

Cahill Financial Advisors Inc

$707 Million
Q3 2024

A detailed history of Cahill Financial Advisors Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Cahill Financial Advisors Inc holds 5,484 shares of JPM stock, worth $1.33 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

5,484

Previous 4,919 11.49%

Holding current value

$1.33 Million

Previous $994,000 16.2%

% of portfolio

0.16%

Previous 0.14%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$194.9 - $224.8 $110,118 - $127,012	565 Added 11.49%	5,484 $1.16 Million
Q2 2024 Aug 06, 2024	BUY	$180.08 - $204.79 $20,709 - $23,550	115 Added 2.39%	4,919 $994,000
Q1 2024 May 13, 2024	BUY	$167.09 - $200.3 $249,966 - $299,648	1,496 Added 45.22%	4,804 $962,000
Q4 2023 Feb 13, 2024	SELL	$135.69 - $170.3 $45,049 - $56,539	-332 Reduced 9.12%	3,308 $562,000
Q3 2023 Nov 14, 2023	SELL	$143.21 - $158.0 $299,452 - $330,378	-2,091 Reduced 36.49%	3,640 $527,000
Q2 2023 Aug 14, 2023	BUY	$127.47 - $145.44 $257,106 - $293,352	2,017 Added 54.31%	5,731 $833,000
Q1 2023 May 11, 2023	SELL	$124.91 - $143.8 $352,121 - $405,372	-2,819 Reduced 43.15%	3,714 $483,000
Q4 2022 Feb 14, 2023	BUY	$101.96 - $137.84 $113,073 - $152,864	1,109 Added 20.45%	6,533 $876,000
Q3 2022 Nov 14, 2022	BUY	$20.73 - $120.58 $2,860 - $16,640	138 Added 2.61%	5,424 $567,000
Q2 2022 Aug 08, 2022	BUY	$112.61 - $135.91 $126,911 - $153,170	1,127 Added 27.1%	5,286 $595,000
Q1 2022 May 12, 2022	SELL	$128.3 - $168.44 $7,826 - $10,274	-61 Reduced 1.45%	4,159 $567,000
Q4 2021 Feb 11, 2022	SELL	$153.94 - $171.78 $4,002 - $4,466	-26 Reduced 0.61%	4,220 $669,000
Q3 2021 Nov 16, 2021	BUY	$146.97 - $166.98 $45,707 - $51,930	311 Added 7.9%	4,246 $695,000
Q2 2021 Aug 16, 2021	SELL	$147.37 - $166.44 $5,157 - $5,825	-35 Reduced 0.88%	3,935 $612,000
Q1 2021 May 17, 2021	BUY	$125.65 - $157.65 $145,377 - $182,401	1,157 Added 41.13%	3,970 $605,000
Q4 2020 Feb 17, 2021	BUY	$96.54 - $127.07 $271,567 - $357,447	2,813 New	2,813 $358,000
Q1 2020 May 15, 2020	SELL	$79.03 - $141.09 $118,545 - $211,635	-1,500 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$111.82 - $139.4 $167,730 - $209,100	1,500 New	1,500 $209,000

Others Institutions Holding JPM

# of Institutions

4,616

Shares Held

1.95B

Call Options Held

29.8M

Put Options Held

35.7M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $713B
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 ...

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Cahill Financial Advisors Inc Jpmorgan Chase & CO Transaction History