A detailed history of Capital Advisory Group Advisory Services, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Capital Advisory Group Advisory Services, LLC holds 5,039 shares of JPM stock, worth $1.25 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
5,039
Previous 4,858 3.73%
Holding current value
$1.25 Million
Previous $982,000 8.15%
% of portfolio
0.43%
Previous 0.42%

Shares

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

Oct 15, 2024

BUY
$194.9 - $224.8 $35,276 - $40,688
181 Added 3.73%
5,039 $1.06 Million
Q2 2024

Jul 22, 2024

BUY
$180.08 - $204.79 $294,430 - $334,831
1,635 Added 50.73%
4,858 $982,000
Q1 2024

Apr 18, 2024

BUY
$167.09 - $200.3 $266,341 - $319,278
1,594 Added 97.85%
3,223 $645,000
Q4 2023

Jan 09, 2024

SELL
$135.69 - $170.3 $10,583 - $13,283
-78 Reduced 4.57%
1,629 $277,000
Q3 2023

Oct 18, 2023

BUY
$143.21 - $158.0 $244,459 - $269,706
1,707 New
1,707 $247,000
Q1 2023

Apr 19, 2023

BUY
$124.91 - $143.8 $119,788 - $137,904
959 Added 74.46%
2,247 $292,000
Q4 2022

Feb 14, 2023

SELL
$101.96 - $137.84 $197,802 - $267,409
-1,940 Reduced 60.1%
1,288 $172,000
Q3 2022

Nov 07, 2022

BUY
$20.73 - $120.58 $725 - $4,220
35 Added 1.1%
3,228 $337,000
Q2 2022

Aug 12, 2022

SELL
$112.61 - $135.91 $26,463 - $31,938
-235 Reduced 6.86%
3,193 $380,000
Q1 2022

Apr 29, 2022

SELL
$128.3 - $168.44 $3.34 Million - $4.38 Million
-25,996 Reduced 88.35%
3,428 $467,000
Q4 2021

Feb 15, 2022

BUY
$153.94 - $171.78 $3.96 Million - $4.42 Million
25,745 Added 699.78%
29,424 $1.01 Million
Q3 2021

Nov 12, 2021

BUY
$146.97 - $166.98 $51,880 - $58,943
353 Added 10.61%
3,679 $602,000
Q2 2021

Nov 12, 2021

SELL
$147.37 - $166.44 $15,326 - $17,309
-104 Reduced 3.03%
3,326 $517,000
Q1 2021

May 14, 2021

SELL
$125.65 - $157.65 $12,313 - $15,449
-98 Reduced 2.78%
3,430 $522,000
Q4 2020

Feb 18, 2021

BUY
$96.54 - $127.07 $79,935 - $105,213
828 Added 30.67%
3,528 $448,000
Q3 2020

Nov 16, 2020

BUY
$91.28 - $103.82 $31,582 - $35,921
346 Added 14.7%
2,700 $260,000
Q2 2020

Aug 14, 2020

BUY
$84.03 - $113.45 $186,546 - $251,859
2,220 Added 1656.72%
2,354 $221,000
Q1 2020

May 18, 2020

BUY
$79.03 - $141.09 $10,590 - $18,906
134 New
134 $12,000
Q4 2019

Feb 14, 2020

SELL
$111.82 - $139.4 $14,983 - $18,679
-134 Closed
0 $0
Q4 2018

May 28, 2020

SELL
$92.14 - $115.32 $9,398 - $11,762
-102 Reduced 43.22%
134 $13,000
Q3 2018

May 28, 2020

SELL
$103.61 - $118.63 $7,045 - $8,066
-68 Reduced 22.37%
236 $27,000
Q1 2018

May 28, 2020

BUY
$107.01 - $118.77 $32,531 - $36,106
304 New
304 $34,000

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 $729B
  • 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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