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 4,453 shares of JPM stock, worth $1.11 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
4,453
Previous 4,788 7.0%
Holding current value
$1.11 Million
Previous $968,000 3.1%
% of portfolio
0.62%
Previous 0.64%

Shares

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

Oct 21, 2024

SELL
$194.9 - $224.8 $65,291 - $75,308
-335 Reduced 7.0%
4,453 $938,000
Q2 2024

Jul 19, 2024

BUY
$180.08 - $204.79 $19,808 - $22,526
110 Added 2.35%
4,788 $968,000
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 $734B
  • 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
Track This Portfolio

Track Cassia Capital Partners, LLC Portfolio

Follow Cassia Capital Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cassia Capital Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cassia Capital Partners, LLC with notifications on news.