A detailed history of Cassaday & CO Wealth Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 20,296 shares of JPM stock, worth $5.04 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
20,296
Previous 20,006 1.45%
Holding current value
$5.04 Million
Previous $4.05 Million 5.71%
% of portfolio
0.12%
Previous 0.14%

Shares

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

Nov 07, 2024

BUY
$194.9 - $224.8 $56,521 - $65,192
290 Added 1.45%
20,296 $4.28 Million
Q2 2024

Jul 30, 2024

SELL
$180.08 - $204.79 $36,556 - $41,572
-203 Reduced 1.0%
20,006 $4.05 Million
Q1 2024

May 08, 2024

SELL
$167.09 - $200.3 $52,800 - $63,294
-316 Reduced 1.54%
20,209 $4.05 Million
Q4 2023

Feb 09, 2024

BUY
$135.69 - $170.3 $10,312 - $12,942
76 Added 0.37%
20,525 $3.49 Million
Q3 2023

Nov 06, 2023

SELL
$143.21 - $158.0 $118,005 - $130,192
-824 Reduced 3.87%
20,449 $2.97 Million
Q2 2023

Aug 07, 2023

SELL
$127.47 - $145.44 $42,192 - $48,140
-331 Reduced 1.53%
21,273 $3.09 Million
Q1 2023

May 03, 2023

SELL
$124.91 - $143.8 $86,187 - $99,222
-690 Reduced 3.1%
21,604 $2.82 Million
Q4 2022

Feb 07, 2023

BUY
$101.96 - $137.84 $2.27 Million - $3.07 Million
22,294 New
22,294 $0

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 $729B
  • 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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