Cambridge Investment Research Advisors, Inc. Jpmorgan Chase & CO Transaction History

Cambridge Investment Research Advisors, Inc.

  • $32.9 Billion
  • Q2 2025

A detailed history of Cambridge Investment Research Advisors, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Cambridge Investment Research Advisors, Inc. holds 615,532 shares of JPM stock, worth $183 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
615,532
Previous 621,666 0.99%
Holding current value
$183 Million
Previous $152 Million 17.02%
% of portfolio
0.54%
Previous 0.51%

Shares

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

Jul 31, 2025
SELL
$210.28 - $289.91 $1.29 Million - $1.78 Million
-6,134 Reduced 0.99%
615,532 $178 Million
Q1 2025

Apr 22, 2025
BUY
$225.19 - $279.95 $5.56 Million - $6.91 Million
24,695 Added 4.14%
621,666 $152 Million
Q4 2024

Feb 14, 2025
SELL
$205.18 - $250.29 $1.11 Million - $1.36 Million
-5,414 Reduced 0.9%
596,971 $143 Million
Q3 2024

Oct 28, 2024
BUY
$194.9 - $224.8 $1.9 Million - $2.2 Million
9,767 Added 1.65%
602,385 $127 Million
Q2 2024

Jul 26, 2024
SELL
$180.08 - $204.79 $2.53 Million - $2.87 Million
-14,031 Reduced 2.31%
592,618 $120 Million
Q1 2024

Apr 24, 2024
BUY
$167.09 - $200.3 $668,192 - $800,999
3,999 Added 0.66%
606,649 $122 Million
Q4 2023

Feb 09, 2024
SELL
$135.69 - $170.3 $4.58 Million - $5.75 Million
-33,759 Reduced 5.3%
602,650 $103 Million
Q3 2023

Oct 24, 2023
BUY
$143.21 - $158.0 $1.75 Million - $1.93 Million
12,236 Added 1.96%
636,409 $92.3 Million
Q2 2023

Jul 13, 2023
SELL
$127.47 - $145.44 $2.68 Million - $3.05 Million
-20,997 Reduced 3.25%
624,173 $90.8 Million
Q1 2023

May 11, 2023
SELL
$124.91 - $143.8 $517,751 - $596,051
-4,145 Reduced 0.64%
645,170 $84.1 Million
Q4 2022

Feb 08, 2023
SELL
$101.96 - $137.84 $160,281 - $216,684
-1,572 Reduced 0.24%
649,315 $87.1 Million
Q3 2022

Oct 17, 2022
SELL
$20.73 - $120.58 $401,643 - $2.34 Million
-19,375 Reduced 2.89%
650,887 $68 Million
Q2 2022

Jul 13, 2022
BUY
$112.61 - $135.91 $4.34 Million - $5.24 Million
38,577 Added 6.11%
670,262 $75.5 Million
Q1 2022

May 12, 2022
BUY
$128.3 - $168.44 $4.75 Million - $6.24 Million
37,051 Added 6.23%
631,685 $86.1 Million
Q4 2021

Feb 03, 2022
BUY
$153.94 - $171.78 $4.56 Million - $5.09 Million
29,618 Added 5.24%
594,634 $94.2 Million
Q3 2021

Nov 02, 2021
SELL
$146.97 - $166.98 $2.52 Million - $2.86 Million
-17,121 Reduced 2.94%
565,016 $92.5 Million
Q2 2021

Aug 10, 2021
BUY
$147.37 - $166.44 $6.84 Million - $7.72 Million
46,397 Added 8.66%
582,137 $90.5 Million
Q1 2021

May 07, 2021
SELL
$125.65 - $157.65 $2.75 Million - $3.45 Million
-21,893 Reduced 3.93%
535,740 $81.6 Million
Q4 2020

Feb 04, 2021
SELL
$96.54 - $127.07 $2.4 Million - $3.16 Million
-24,905 Reduced 4.28%
557,633 $70.9 Million
Q3 2020

Oct 29, 2020
BUY
$91.28 - $103.82 $6.51 Million - $7.41 Million
71,343 Added 13.96%
582,538 $56.1 Million
Q2 2020

Jul 27, 2020
BUY
$84.03 - $113.45 $5.6 Million - $7.56 Million
66,614 Added 14.98%
511,195 $48.1 Million
Q1 2020

May 08, 2020
BUY
$79.03 - $141.09 $5.8 Million - $10.4 Million
73,422 Added 19.78%
444,581 $40 Million
Q4 2019

Feb 04, 2020
BUY
$111.82 - $139.4 $2.6 Million - $3.25 Million
23,286 Added 6.69%
371,159 $51.7 Million
Q3 2019

Nov 06, 2019
BUY
$104.8 - $120.23 $1.39 Million - $1.59 Million
13,246 Added 3.96%
347,873 $40.9 Million
Q3 2019

Oct 28, 2019
SELL
$104.8 - $120.23 $132,467 - $151,970
-1,264 Reduced 0.38%
334,627 $39.4 Million
Q2 2019

Aug 15, 2019
BUY
$104.64 - $116.12 $1.03 Million - $1.15 Million
9,884 Added 3.03%
335,891 $0
Q1 2019

May 08, 2019
BUY
$97.11 - $107.19 $1.05 Million - $1.16 Million
10,845 Added 3.44%
326,007 $0
Q4 2018

Feb 05, 2019
BUY
$92.14 - $115.32 $586,471 - $734,011
6,365 Added 2.06%
315,162 $30.8 Million
Q3 2018

Nov 02, 2018
BUY
$103.61 - $118.63 $3.48 Million - $3.99 Million
33,625 Added 12.22%
308,797 $0
Q2 2018

Aug 10, 2018
BUY
$103.24 - $114.29 $543,145 - $601,279
5,261 Added 1.95%
275,172 $0
Q1 2018

May 09, 2018
BUY
$107.01 - $118.77 $3.69 Million - $4.1 Million
34,489 Added 14.65%
269,911 $0
Q4 2017

Feb 22, 2018
BUY
$95.86 - $107.83 $1.18 Million - $1.33 Million
12,348 Added 5.54%
235,422 $0
Q3 2017

Nov 07, 2017
BUY
$88.42 - $95.51 $900,292 - $972,482
10,182 Added 4.78%
223,074 $21.3 Million
Q2 2017

Aug 08, 2017
BUY
N/A
212,892
212,892 $19.5 Million

Others Institutions Holding JPM

# of Institutions
5,358
Shares Held
2.02B
Call Options Held
28.7M
Put Options Held
30.3M
View Full List

About JPMORGAN CHASE & CO

JPM Quotes by TradingView
  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $871B
  • 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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