A detailed history of Capital Investment Advisory Services, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Capital Investment Advisory Services, LLC holds 22,863 shares of JPM stock, worth $4.86 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
22,863
Previous 22,481 1.7%
Holding current value
$4.86 Million
Previous $4.5 Million 2.71%
% of portfolio
0.51%
Previous 0.51%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$180.08 - $204.79 $68,790 - $78,229
382 Added 1.7%
22,863 $4.62 Million
Q1 2024

Apr 25, 2024

SELL
$167.09 - $200.3 $123,646 - $148,222
-740 Reduced 3.19%
22,481 $4.5 Million
Q4 2023

Feb 01, 2024

SELL
$135.69 - $170.3 $159,300 - $199,932
-1,174 Reduced 4.81%
23,221 $3.95 Million
Q3 2023

Nov 02, 2023

SELL
$143.21 - $158.0 $223,264 - $246,322
-1,559 Reduced 6.01%
24,395 $3.54 Million
Q2 2023

Jul 28, 2023

SELL
$127.47 - $145.44 $90,886 - $103,698
-713 Reduced 2.67%
25,954 $3.77 Million
Q1 2023

Apr 21, 2023

SELL
$124.91 - $143.8 $873,120 - $1.01 Million
-6,990 Reduced 20.77%
26,667 $3.47 Million
Q4 2022

Feb 03, 2023

SELL
$101.96 - $137.84 $235,731 - $318,686
-2,312 Reduced 6.43%
33,657 $4.51 Million
Q3 2022

Oct 26, 2022

BUY
$20.73 - $120.58 $48,528 - $282,277
2,341 Added 6.96%
35,969 $3.76 Million
Q2 2022

Jul 22, 2022

BUY
$112.61 - $135.91 $189,635 - $228,872
1,684 Added 5.27%
33,628 $3.79 Million
Q1 2022

May 03, 2022

BUY
$128.3 - $168.44 $493,826 - $648,325
3,849 Added 13.7%
31,944 $4.36 Million
Q4 2021

Feb 01, 2022

BUY
$153.94 - $171.78 $122,382 - $136,565
795 Added 2.91%
28,095 $4.45 Million
Q3 2021

Oct 28, 2021

BUY
$146.97 - $166.98 $304,374 - $345,815
2,071 Added 8.21%
27,300 $4.47 Million
Q2 2021

Jul 27, 2021

BUY
$147.37 - $166.44 $31,389 - $35,451
213 Added 0.85%
25,229 $3.92 Million
Q1 2021

May 05, 2021

SELL
$125.65 - $157.65 $79,662 - $99,950
-634 Reduced 2.47%
25,016 $3.81 Million
Q4 2020

Jan 25, 2021

BUY
$96.54 - $127.07 $259,016 - $340,928
2,683 Added 11.68%
25,650 $3.26 Million
Q3 2020

Oct 19, 2020

SELL
$91.28 - $103.82 $265,807 - $302,323
-2,912 Reduced 11.25%
22,967 $2.21 Million
Q2 2020

Aug 05, 2020

BUY
$84.03 - $113.45 $204,192 - $275,683
2,430 Added 10.36%
25,879 $2.43 Million
Q1 2020

Apr 28, 2020

BUY
$79.03 - $141.09 $1.01 Million - $1.8 Million
12,760 Added 119.38%
23,449 $2.11 Million
Q4 2019

Feb 04, 2020

BUY
$111.82 - $139.4 $196,579 - $245,065
1,758 Added 19.68%
10,689 $1.49 Million
Q3 2019

Oct 17, 2019

SELL
$104.8 - $120.23 $89,708 - $102,916
-856 Reduced 8.75%
8,931 $1.05 Million
Q2 2019

Aug 08, 2019

BUY
$104.64 - $116.12 $602,307 - $668,386
5,756 Added 142.79%
9,787 $1.12 Million
Q1 2019

Apr 23, 2019

BUY
$97.11 - $107.19 $24,180 - $26,690
249 Added 6.58%
4,031 $408,000
Q4 2018

Feb 04, 2019

SELL
$92.14 - $115.32 $4,607 - $5,766
-50 Reduced 1.3%
3,782 $369,000
Q3 2018

Oct 30, 2018

SELL
$103.61 - $118.63 $6,216 - $7,117
-60 Reduced 1.54%
3,832 $432,000
Q2 2018

Aug 01, 2018

BUY
$103.24 - $114.29 $14,660 - $16,229
142 Added 3.79%
3,892 $406,000
Q1 2018

Apr 30, 2018

BUY
$107.01 - $118.77 $106,688 - $118,413
997 Added 36.22%
3,750 $412,000
Q4 2017

Jan 31, 2018

BUY
$95.86 - $107.83 $7,189 - $8,087
75 Added 2.8%
2,753 $294,000
Q3 2017

Oct 31, 2017

BUY
$88.42 - $95.51 $236,788 - $255,775
2,678
2,678 $256,000

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 $623B
  • 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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