A detailed history of Canopy Partners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Canopy Partners, LLC holds 14,738 shares of JPM stock, worth $4.4 Million. This represents 1.57% of its overall portfolio holdings.

Number of Shares
14,738
Previous 14,613 0.86%
Holding current value
$4.4 Million
Previous $3.58 Billion 19.2%
% of portfolio
1.57%
Previous 1.4%

Shares

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

Jul 23, 2025

BUY
$210.28 - $289.91 $26,285 - $36,238
125 Added 0.86%
14,738 $4.27 Billion
Q1 2025

May 07, 2025

SELL
$225.19 - $279.95 $67,106 - $83,425
-298 Reduced 2.0%
14,613 $3.58 Billion
Q4 2024

Feb 13, 2025

BUY
$205.18 - $250.29 $607,332 - $740,858
2,960 Added 24.77%
14,911 $3.57 Billion
Q3 2024

Nov 12, 2024

BUY
$194.9 - $224.8 $170,927 - $197,149
877 Added 7.92%
11,951 $2.52 Billion
Q1 2024

May 15, 2024

SELL
$167.09 - $200.3 $1.59 Million - $1.9 Million
-9,496 Reduced 46.16%
11,074 $2.22 Billion
Q4 2023

Feb 14, 2024

BUY
$135.69 - $170.3 $2.79 Million - $3.5 Million
20,570 New
20,570 $3.5 Billion

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 $875B
  • 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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