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 $9.79 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
39,402
Previous 39,860 1.15%
Holding current value
$9.79 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 $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
Track This Portfolio

Track Capital Asset Advisory Services LLC Portfolio

Follow Capital Asset Advisory Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Asset Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Asset Advisory Services LLC with notifications on news.