A detailed history of Cape Investment Advisory, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 3,866 shares of JPM stock, worth $849,669. This represents 0.35% of its overall portfolio holdings.

Number of Shares
3,866
Previous 4,325 10.61%
Holding current value
$849,669
Previous $866 Million 9.74%
% of portfolio
0.35%
Previous 0.41%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$180.08 - $204.79 $82,656 - $93,998
-459 Reduced 10.61%
3,866 $782 Million
Q1 2024

Jun 21, 2024

BUY
$167.09 - $200.3 $20,050 - $24,036
120 Added 2.85%
4,325 $866 Million
Q4 2023

Feb 12, 2024

BUY
$135.69 - $170.3 $88,334 - $110,865
651 Added 18.32%
4,205 $715 Million
Q3 2023

Nov 06, 2023

BUY
$143.21 - $158.0 $79,051 - $87,216
552 Added 18.39%
3,554 $515 Million
Q2 2023

Oct 12, 2023

BUY
$127.47 - $145.44 $21,287 - $24,288
167 Added 5.89%
3,002 $437 Million
Q1 2023

Oct 12, 2023

BUY
$124.91 - $143.8 $354,119 - $407,673
2,835 New
2,835 $369 Million

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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