A detailed history of Capital Advisors, Ltd. LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Capital Advisors, Ltd. LLC holds 10,388 shares of JPM stock, worth $2.28 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
10,388
Previous 10,317 0.69%
Holding current value
$2.28 Million
Previous $2.09 Million 4.94%
% of portfolio
0.27%
Previous 0.27%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

BUY
$194.9 - $224.8 $13,837 - $15,960
71 Added 0.69%
10,388 $2.19 Million
Q2 2024

Jul 25, 2024

SELL
$180.08 - $204.79 $30,073 - $34,199
-167 Reduced 1.59%
10,317 $2.09 Million
Q1 2024

Apr 18, 2024

BUY
$167.09 - $200.3 $26,567 - $31,847
159 Added 1.54%
10,484 $2.1 Million
Q4 2023

Feb 02, 2024

SELL
$135.69 - $170.3 $9,769 - $12,261
-72 Reduced 0.69%
10,325 $1.76 Million
Q2 2023

Jul 26, 2023

BUY
$127.47 - $145.44 $169,280 - $193,144
1,328 Added 14.64%
10,397 $1.51 Million
Q1 2023

May 03, 2023

SELL
$124.91 - $143.8 $142,147 - $163,644
-1,138 Reduced 11.15%
9,069 $1.18 Million
Q4 2022

Feb 07, 2023

BUY
$101.96 - $137.84 $1,733 - $2,343
17 Added 0.17%
10,207 $1.19 Million
Q3 2022

Nov 09, 2022

SELL
$20.73 - $120.58 $15,464 - $89,952
-746 Reduced 6.82%
10,190 $1.07 Million
Q2 2022

Aug 05, 2022

BUY
$112.61 - $135.91 $13,963 - $16,852
124 Added 1.15%
10,936 $1.23 Million
Q1 2022

May 09, 2022

SELL
$128.3 - $168.44 $137,024 - $179,893
-1,068 Reduced 8.99%
10,812 $1.47 Million
Q4 2021

Feb 08, 2022

BUY
$153.94 - $171.78 $171,335 - $191,191
1,113 Added 10.34%
11,880 $1.88 Million
Q3 2021

Nov 12, 2021

BUY
$146.97 - $166.98 $169,603 - $192,694
1,154 Added 12.0%
10,767 $1.76 Million
Q2 2021

Aug 10, 2021

BUY
$147.37 - $166.44 $110,380 - $124,663
749 Added 8.45%
9,613 $1.5 Million
Q4 2020

Feb 10, 2021

SELL
$96.54 - $127.07 $19,308 - $25,414
-200 Reduced 2.21%
8,864 $1.13 Million
Q1 2020

May 08, 2020

BUY
$79.03 - $141.09 $330,977 - $590,884
4,188 Added 85.89%
9,064 $816,000
Q4 2019

Feb 03, 2020

BUY
$111.82 - $139.4 $34,664 - $43,214
310 Added 6.79%
4,876 $680,000
Q3 2019

Oct 23, 2019

SELL
$104.8 - $120.23 $9,746 - $11,181
-93 Reduced 2.0%
4,566 $537,000
Q2 2019

Jul 31, 2019

BUY
$104.64 - $116.12 $143,252 - $158,968
1,369 Added 41.61%
4,659 $521,000
Q3 2018

Oct 24, 2018

BUY
$103.61 - $118.63 $140,391 - $160,743
1,355 Added 70.03%
3,290 $371,000
Q3 2017

Oct 25, 2017

BUY
$88.42 - $95.51 $171,092 - $184,811
1,935
1,935 $185,000

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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