A detailed history of Capital Performance Advisors LLP transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Capital Performance Advisors LLP holds 2,598 shares of JPM stock, worth $617,284. This represents 0.17% of its overall portfolio holdings.

Number of Shares
2,598
Previous 1,948 33.37%
Holding current value
$617,284
Previous $394,000 38.83%
% of portfolio
0.17%
Previous 0.15%

Shares

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

Nov 01, 2024

BUY
$194.9 - $224.8 $126,685 - $146,120
650 Added 33.37%
2,598 $547,000
Q2 2024

Aug 01, 2024

BUY
$180.08 - $204.79 $5,582 - $6,348
31 Added 1.62%
1,948 $394,000
Q1 2024

Apr 26, 2024

BUY
$167.09 - $200.3 $28,405 - $34,051
170 Added 9.73%
1,917 $383,000
Q4 2023

Feb 06, 2024

BUY
$135.69 - $170.3 $5,698 - $7,152
42 Added 2.46%
1,747 $297,000
Q3 2023

Nov 02, 2023

BUY
$143.21 - $158.0 $9,451 - $10,428
66 Added 4.03%
1,705 $247,000
Q2 2023

Aug 10, 2023

SELL
$127.47 - $145.44 $6,373 - $7,272
-50 Reduced 2.96%
1,639 $238,000
Q1 2023

May 08, 2023

BUY
$124.91 - $143.8 $12,491 - $14,380
100 Added 6.29%
1,689 $220,000
Q4 2022

Feb 06, 2023

BUY
$101.96 - $137.84 $162,014 - $219,027
1,589 New
1,589 $213,000
Q2 2022

Jul 26, 2022

SELL
$112.61 - $135.91 $178,599 - $215,553
-1,586 Closed
0 $0
Q1 2022

Apr 14, 2022

SELL
$128.3 - $168.44 $7,698 - $10,106
-60 Reduced 3.65%
1,586 $216,000
Q4 2021

Jan 28, 2022

BUY
$153.94 - $171.78 $253,385 - $282,749
1,646 New
1,646 $239,000

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 $697B
  • 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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