A detailed history of Capital Investment Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Capital Investment Advisors, LLC holds 217,861 shares of JPM stock, worth $51.5 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares
217,861
Previous 216,013 0.86%
Holding current value
$51.5 Million
Previous $43.7 Million 5.1%
% of portfolio
0.96%
Previous 1.0%

Shares

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

Oct 17, 2024

BUY
$194.9 - $224.8 $360,175 - $415,430
1,848 Added 0.86%
217,861 $45.9 Million
Q2 2024

Jul 12, 2024

BUY
$180.08 - $204.79 $494,679 - $562,558
2,747 Added 1.29%
216,013 $43.7 Million
Q1 2024

Apr 15, 2024

BUY
$167.09 - $200.3 $822,918 - $986,477
4,925 Added 2.36%
213,266 $42.7 Million
Q4 2023

Jan 05, 2024

BUY
$135.69 - $170.3 $311,137 - $390,497
2,293 Added 1.11%
208,341 $35.4 Million
Q3 2023

Oct 16, 2023

BUY
$143.21 - $158.0 $29.5 Million - $32.6 Million
206,048 New
206,048 $29.9 Million
Q1 2023

Apr 10, 2023

BUY
$124.91 - $143.8 $152,515 - $175,579
1,221 Added 0.61%
200,021 $26.1 Million
Q4 2022

Jan 05, 2023

BUY
$101.96 - $137.84 $522,443 - $706,292
5,124 Added 2.65%
198,800 $26.7 Million
Q3 2022

Oct 05, 2022

BUY
$20.73 - $120.58 $251,848 - $1.46 Million
12,149 Added 6.69%
193,676 $20.2 Million
Q2 2022

Jul 06, 2022

BUY
$112.61 - $135.91 $1.26 Million - $1.52 Million
11,185 Added 6.57%
181,527 $20.4 Million
Q1 2022

Apr 13, 2022

BUY
$128.3 - $168.44 $1.63 Million - $2.14 Million
12,718 Added 8.07%
170,342 $23.2 Million
Q4 2021

Jan 10, 2022

BUY
$153.94 - $171.78 $1.18 Million - $1.32 Million
7,660 Added 5.11%
157,624 $25 Million
Q3 2021

Oct 13, 2021

BUY
$146.97 - $166.98 $1.09 Million - $1.24 Million
7,442 Added 5.22%
149,964 $24.5 Million
Q2 2021

Jul 14, 2021

BUY
$147.37 - $166.44 $972,789 - $1.1 Million
6,601 Added 4.86%
142,522 $22.2 Million
Q1 2021

Apr 27, 2021

BUY
$125.65 - $157.65 $701,378 - $880,002
5,582 Added 4.28%
135,921 $20.7 Million
Q4 2020

Jan 21, 2021

BUY
$96.54 - $127.07 $349,764 - $460,374
3,623 Added 2.86%
130,339 $16.6 Million
Q3 2020

Oct 29, 2020

BUY
$91.28 - $103.82 $1.92 Million - $2.18 Million
21,001 Added 19.87%
126,716 $12.2 Million
Q2 2020

Jul 20, 2020

BUY
$84.03 - $113.45 $955,084 - $1.29 Million
11,366 Added 12.05%
105,715 $9.94 Million
Q1 2020

Apr 13, 2020

BUY
$79.03 - $141.09 $80,057 - $142,924
1,013 Added 1.09%
94,349 $8.49 Million
Q4 2019

Jan 21, 2020

BUY
$111.82 - $139.4 $58,705 - $73,185
525 Added 0.57%
93,336 $13 Million
Q3 2019

Oct 24, 2019

BUY
$104.8 - $120.23 $1.04 Million - $1.19 Million
9,882 Added 11.92%
92,811 $10.9 Million
Q2 2019

Jul 17, 2019

BUY
$104.64 - $116.12 $1.24 Million - $1.38 Million
11,871 Added 16.71%
82,929 $9.27 Million
Q1 2019

Apr 11, 2019

BUY
$97.11 - $107.19 $16,702 - $18,436
172 Added 0.24%
71,058 $7.19 Million
Q4 2018

Jan 17, 2019

BUY
$92.14 - $115.32 $153,228 - $191,777
1,663 Added 2.4%
70,886 $6.92 Million
Q3 2018

Oct 15, 2018

SELL
$103.61 - $118.63 $9,117 - $10,439
-88 Reduced 0.13%
69,223 $7.81 Million
Q2 2018

Jul 10, 2018

BUY
$103.24 - $114.29 $270,179 - $299,096
2,617 Added 3.92%
69,311 $7.22 Million
Q1 2018

Apr 16, 2018

BUY
$107.01 - $118.77 $7,062 - $7,838
66 Added 0.1%
66,694 $7.33 Million
Q4 2017

Jan 17, 2018

BUY
$95.86 - $107.83 $5,655 - $6,361
59 Added 0.09%
66,628 $7.13 Million
Q3 2017

Oct 17, 2017

BUY
$88.42 - $95.51 $5.89 Million - $6.36 Million
66,569
66,569 $6.36 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 $693B
  • 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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