A detailed history of Capital Directions Investment Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Capital Directions Investment Advisors, LLC holds 327 shares of JPM stock, worth $80,036. This represents 0.02% of its overall portfolio holdings.

Number of Shares
327
Previous 0 Infinity%
Holding current value
$80,036
Previous $34,000 26.47%
% of portfolio
0.02%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 01, 2023

BUY
$101.96 - $137.84 $33,340 - $45,073
327 New
327 $43,000
Q3 2022

Nov 02, 2022

SELL
$20.73 - $120.58 $10,821 - $62,942
-522 Closed
0 $34,000
Q2 2022

Jul 26, 2022

SELL
$112.61 - $135.91 $44,143 - $53,276
-392 Reduced 42.89%
522 $59,000
Q1 2022

May 16, 2022

SELL
$128.3 - $168.44 $81,727 - $107,296
-637 Reduced 41.07%
914 $125,000
Q4 2021

Feb 22, 2022

BUY
$153.94 - $171.78 $99,907 - $111,485
649 Added 71.95%
1,551 $246,000
Q3 2021

Nov 08, 2021

BUY
$146.97 - $166.98 $74,954 - $85,159
510 Added 130.1%
902 $148,000
Q2 2021

Aug 13, 2021

BUY
$147.37 - $166.44 $57,769 - $65,244
392 New
392 $61,000
Q1 2021

May 17, 2021

SELL
$125.65 - $157.65 $45,485 - $57,069
-362 Closed
0 $0
Q2 2020

Aug 13, 2020

SELL
$84.03 - $113.45 $50,754 - $68,523
-604 Reduced 62.53%
362 $34,000
Q3 2019

Nov 14, 2019

BUY
$104.8 - $120.23 $101,236 - $116,142
966 New
966 $114,000

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 $718B
  • 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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