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

Cambridge Investment Research Advisors, Inc.

$26 Billion
Q1 2024

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 606,649 shares of JPM stock, worth $123 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

606,649

Previous 602,650 0.66%

Holding current value

$123 Million

Previous $103 Million 18.54%

% of portfolio

0.47%

Previous 0.44%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

4,418

Shares Held

1.98B

Call Options Held

35.5M

Put Options Held

32.6M

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 $593B
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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Cambridge Investment Research Advisors, Inc. Jpmorgan Chase & CO Transaction History