A detailed history of Capital Asset Advisory Services LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Capital Asset Advisory Services LLC holds 39,402 shares of JPM stock, worth $8.73 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
39,402
Previous 39,860 1.15%
Holding current value
$8.73 Million
Previous $8.06 Million 3.01%
% of portfolio
0.41%
Previous 0.44%

Shares

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

Oct 17, 2024

SELL
$194.9 - $224.8 $89,264 - $102,958
-458 Reduced 1.15%
39,402 $8.31 Million
Q2 2024

Jul 24, 2024

BUY
$180.08 - $204.79 $43,939 - $49,968
244 Added 0.62%
39,860 $8.06 Million
Q1 2024

Apr 16, 2024

SELL
$167.09 - $200.3 $33,752 - $40,460
-202 Reduced 0.51%
39,616 $7.94 Million
Q4 2023

Jan 09, 2024

BUY
$135.69 - $170.3 $122,121 - $153,270
900 Added 2.31%
39,818 $6.77 Million
Q3 2023

Oct 18, 2023

BUY
$143.21 - $158.0 $325,945 - $359,608
2,276 Added 6.21%
38,918 $5.64 Million
Q2 2023

Aug 02, 2023

BUY
$127.47 - $145.44 $90,248 - $102,971
708 Added 1.97%
36,642 $5.33 Million
Q1 2023

May 12, 2023

BUY
$124.91 - $143.8 $297,035 - $341,956
2,378 Added 7.09%
35,934 $4.68 Million
Q4 2022

Mar 08, 2023

BUY
$101.96 - $137.84 $146,414 - $197,938
1,436 Added 4.47%
33,556 $4.5 Million
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $36,132 - $210,170
1,743 Added 5.74%
32,120 $3.36 Million
Q2 2022

Aug 11, 2022

SELL
$112.61 - $135.91 $131,078 - $158,199
-1,164 Reduced 3.69%
30,377 $3.42 Million
Q1 2022

Apr 29, 2022

BUY
$128.3 - $168.44 $760,562 - $998,512
5,928 Added 23.14%
31,541 $4.3 Million
Q4 2021

Feb 04, 2022

SELL
$153.94 - $171.78 $104,217 - $116,295
-677 Reduced 2.58%
25,613 $4.06 Million
Q3 2021

Oct 14, 2021

SELL
$146.97 - $166.98 $70,986 - $80,651
-483 Reduced 1.8%
26,290 $4.3 Million
Q2 2021

Aug 06, 2021

SELL
$147.37 - $166.44 $328,782 - $371,327
-2,231 Reduced 7.69%
26,773 $4.16 Million
Q1 2021

May 13, 2021

BUY
$125.65 - $157.65 $33,548 - $42,092
267 Added 0.93%
29,004 $4.42 Million
Q4 2020

Mar 02, 2021

BUY
$96.54 - $127.07 $618,145 - $813,629
6,403 Added 28.67%
28,737 $3.65 Million
Q3 2020

Nov 18, 2020

SELL
$91.28 - $103.82 $126,514 - $143,894
-1,386 Reduced 5.84%
22,334 $2.15 Million
Q2 2020

Aug 14, 2020

BUY
$84.03 - $113.45 $126,465 - $170,742
1,505 Added 6.77%
23,720 $2.46 Million
Q1 2020

May 18, 2020

SELL
$79.03 - $141.09 $38,092 - $68,005
-482 Reduced 2.12%
22,215 $1.87 Million
Q4 2019

Feb 13, 2020

BUY
$111.82 - $139.4 $2.52 Million - $3.14 Million
22,551 Added 15445.89%
22,697 $3.13 Million
Q4 2019

Feb 12, 2020

SELL
$111.82 - $139.4 $1.01 Million - $1.26 Million
-9,031 Reduced 98.41%
146 $2.97 Million
Q3 2019

Oct 10, 2019

BUY
$104.8 - $120.23 $46,426 - $53,261
443 Added 5.07%
9,177 $1.08 Million
Q2 2019

Jul 15, 2019

BUY
$104.64 - $116.12 $657,557 - $729,698
6,284 Added 256.49%
8,734 $976,000
Q1 2019

Apr 24, 2019

SELL
$97.11 - $107.19 $790,281 - $872,312
-8,138 Reduced 76.86%
2,450 $248,000
Q4 2018

Jan 31, 2019

SELL
$92.14 - $115.32 $32,801 - $41,053
-356 Reduced 3.25%
10,588 $1.03 Million
Q3 2018

Jan 31, 2019

BUY
$103.61 - $118.63 $32,222 - $36,893
311 Added 2.92%
10,944 $1.24 Million
Q2 2018

Jul 11, 2018

SELL
$103.24 - $114.29 $62,873 - $69,602
-609 Reduced 5.42%
10,633 $1.11 Million
Q1 2018

May 16, 2018

BUY
$107.01 - $118.77 $8,453 - $9,382
79 Added 0.71%
11,242 $1.24 Million
Q4 2017

Jan 11, 2018

SELL
$95.86 - $107.83 $25,211 - $28,359
-263 Reduced 2.3%
11,163 $1.19 Million
Q3 2017

Oct 30, 2017

BUY
$88.42 - $95.51 $1.01 Million - $1.09 Million
11,426
11,426 $1.09 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 $650B
  • 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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