Cardinal Strategic Wealth Guidance Jpmorgan Chase & CO Transaction History

Cardinal Strategic Wealth Guidance

$266 Million
Q1 2024

A detailed history of Cardinal Strategic Wealth Guidance transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Cardinal Strategic Wealth Guidance holds 4,107 shares of JPM stock, worth $861,566. This represents 0.31% of its overall portfolio holdings.

Number of Shares

4,107

Previous 4,619 11.08%

Holding current value

$861,566

Previous $785,000 4.71%

% of portfolio

0.31%

Previous 0.31%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 25, 2024	SELL	$167.09 - $200.3 $85,550 - $102,553	-512 Reduced 11.08%	4,107 $822,000
Q4 2023 Jan 30, 2024	SELL	$135.69 - $170.3 $4,070 - $5,109	-30 Reduced 0.65%	4,619 $785,000
Q2 2023 Jul 20, 2023	SELL	$127.47 - $145.44 $1,147 - $1,308	-9 Reduced 0.19%	4,649 $676,000
Q1 2023 Apr 21, 2023	SELL	$124.91 - $143.8 $44,343 - $51,049	-355 Reduced 7.08%	4,658 $606,000
Q4 2022 Jan 18, 2023	SELL	$101.96 - $137.84 $11,215 - $15,162	-110 Reduced 2.15%	5,013 $0

Q3 2022 Oct 20, 2022	SELL	$20.73 - $120.58 $9,577 - $55,707	-462 Reduced 8.27%	5,123 $538,000
Q2 2022 Jul 27, 2022	SELL	$112.61 - $135.91 $8,445 - $10,193	-75 Reduced 1.33%	5,585 $633,000
Q1 2022 Apr 26, 2022	SELL	$128.3 - $168.44 $44,905 - $58,954	-350 Reduced 5.82%	5,660 $778,000
Q4 2021 Jan 26, 2022	SELL	$153.94 - $171.78 $1,847 - $2,061	-12 Reduced 0.2%	6,010 $952,000
Q3 2021 Nov 05, 2021	SELL	$146.97 - $166.98 $18,959 - $21,540	-129 Reduced 2.1%	6,022 $986,000
Q2 2021 Jul 27, 2021	SELL	$147.37 - $166.44 $24,316 - $27,462	-165 Reduced 2.61%	6,151 $955,000
Q1 2021 Apr 29, 2021	SELL	$125.65 - $157.65 $3,895 - $4,887	-31 Reduced 0.49%	6,316 $965,000
Q4 2020 Jan 29, 2021	SELL	$96.54 - $127.07 $868 - $1,143	-9 Reduced 0.14%	6,347 $804,000
Q3 2020 Oct 21, 2020	SELL	$91.28 - $103.82 $25,102 - $28,550	-275 Reduced 4.15%	6,356 $610,000
Q2 2020 Aug 12, 2020	BUY	$84.03 - $113.45 $33,612 - $45,380	400 Added 6.42%	6,631 $622,000
Q1 2020 Apr 27, 2020	SELL	$79.03 - $141.09 $27,581 - $49,240	-349 Reduced 5.3%	6,231 $566,000
Q4 2019 Feb 05, 2020	BUY	$111.82 - $139.4 $735,775 - $917,252	6,580 New	6,580 $916,000

Others Institutions Holding JPM

# of Institutions

4,453

Shares Held

1.97B

Call Options Held

35.6M

Put Options Held

32.7M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $615B
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 ...

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Cardinal Strategic Wealth Guidance Jpmorgan Chase & CO Transaction History