A detailed history of Carmel Capital Partners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Carmel Capital Partners, LLC holds 3,416 shares of JPM stock, worth $718,726. This represents 0.3% of its overall portfolio holdings.

Number of Shares
3,416
Previous 3,333 2.49%
Holding current value
$718,726
Previous $667,000 3.45%
% of portfolio
0.3%
Previous 0.29%

Shares

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

Jul 31, 2024

BUY
$180.08 - $204.79 $14,946 - $16,997
83 Added 2.49%
3,416 $690,000
Q1 2024

Apr 25, 2024

BUY
$167.09 - $200.3 $141,191 - $169,253
845 Added 33.96%
3,333 $667,000
Q4 2023

Jan 31, 2024

SELL
$135.69 - $170.3 $109,094 - $136,921
-804 Reduced 24.42%
2,488 $423,000
Q3 2023

Oct 27, 2023

BUY
$143.21 - $158.0 $122,874 - $135,564
858 Added 35.25%
3,292 $477,000
Q2 2023

Jul 27, 2023

BUY
$127.47 - $145.44 $8,540 - $9,744
67 Added 2.83%
2,434 $354,000
Q1 2023

Apr 19, 2023

BUY
$124.91 - $143.8 $25,606 - $29,479
205 Added 9.48%
2,367 $308,000
Q4 2022

Jan 17, 2023

BUY
$101.96 - $137.84 $23,552 - $31,841
231 Added 11.96%
2,162 $0
Q3 2022

Oct 14, 2022

BUY
$20.73 - $120.58 $40,029 - $232,839
1,931 New
1,931 $202,000

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 $617B
  • 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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