A detailed history of Cavalier Investments, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Cavalier Investments, LLC holds 4,506 shares of JPM stock, worth $998,033. This represents 0.3% of its overall portfolio holdings.

Number of Shares
4,506
Previous 4,230 6.52%
Holding current value
$998,033
Previous $855,000 10.99%
% of portfolio
0.3%
Previous 0.27%

Shares

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

Oct 24, 2024

BUY
$194.9 - $224.8 $53,792 - $62,044
276 Added 6.52%
4,506 $949,000
Q2 2024

Aug 02, 2024

BUY
$180.08 - $204.79 $22,329 - $25,393
124 Added 3.02%
4,230 $855,000
Q1 2024

Apr 26, 2024

BUY
$167.09 - $200.3 $37,428 - $44,867
224 Added 5.77%
4,106 $822,000
Q4 2023

Feb 13, 2024

BUY
$135.69 - $170.3 $10,719 - $13,453
79 Added 2.08%
3,882 $660,000
Q3 2023

Oct 23, 2023

BUY
$143.21 - $158.0 $20,049 - $22,120
140 Added 3.82%
3,803 $551,000
Q2 2023

Aug 11, 2023

BUY
$127.47 - $145.44 $28,043 - $31,996
220 Added 6.39%
3,663 $532,000
Q1 2023

May 10, 2023

BUY
$124.91 - $143.8 $22,983 - $26,459
184 Added 5.65%
3,443 $448,000
Q4 2022

Feb 10, 2023

SELL
$101.96 - $137.84 $16,313 - $22,054
-160 Reduced 4.68%
3,259 $437,000
Q3 2022

Nov 10, 2022

SELL
$20.73 - $120.58 $5,887 - $34,244
-284 Reduced 7.67%
3,419 $357,000
Q2 2022

Aug 04, 2022

BUY
$112.61 - $135.91 $2,702 - $3,261
24 Added 0.65%
3,703 $417,000
Q1 2022

May 04, 2022

BUY
$128.3 - $168.44 $28,097 - $36,888
219 Added 6.33%
3,679 $502,000
Q4 2021

Feb 02, 2022

BUY
$153.94 - $171.78 $532,632 - $594,358
3,460 New
3,460 $548,000
Q2 2018

Aug 03, 2018

SELL
$103.24 - $114.29 $66,383 - $73,488
-643 Closed
0 $0
Q1 2018

May 10, 2018

BUY
$107.01 - $118.77 $68,807 - $76,369
643 New
643 $71,000

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 $650B
  • 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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