A detailed history of Cassia Capital Partners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Cassia Capital Partners, LLC holds 4,678 shares of JPM stock, worth $976,251. This represents 0.62% of its overall portfolio holdings.

Number of Shares
4,678
Previous 4,069 14.97%
Holding current value
$976,251
Previous $692,000 35.4%
% of portfolio
0.62%
Previous 0.57%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024

BUY
$167.09 - $200.3 $101,757 - $121,982
609 Added 14.97%
4,678 $937,000
Q4 2023

Jan 29, 2024

BUY
$135.69 - $170.3 $24,831 - $31,164
183 Added 4.71%
4,069 $692,000
Q3 2023

Oct 16, 2023

BUY
$143.21 - $158.0 $10,883 - $12,008
76 Added 1.99%
3,886 $563,000
Q2 2023

Jul 20, 2023

BUY
$127.47 - $145.44 $485,660 - $554,126
3,810 New
3,810 $554,000
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $1,057 - $6,149
51 Added 2.56%
2,041 $213,000
Q2 2022

Aug 11, 2022

BUY
$112.61 - $135.91 $11,824 - $14,270
105 Added 5.57%
1,990 $224,000
Q1 2022

May 11, 2022

BUY
$128.3 - $168.44 $5,773 - $7,579
45 Added 2.45%
1,885 $257,000
Q4 2021

Feb 14, 2022

SELL
$153.94 - $171.78 $1.92 Million - $2.15 Million
-12,495 Reduced 87.16%
1,840 $291,000
Q3 2021

Nov 12, 2021

BUY
$146.97 - $166.98 $1.89 Million - $2.15 Million
12,886 Added 889.3%
14,335 $2.35 Million
Q2 2021

Aug 13, 2021

BUY
$147.37 - $166.44 $213,539 - $241,171
1,449 New
1,449 $225,000

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 $612B
  • 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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