Cavalier Investments, LLC Jpmorgan Chase & CO Transaction History

Cavalier Investments, LLC

$285 Million
Q1 2025

A detailed history of Cavalier Investments, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Cavalier Investments, LLC holds 34,415 shares of JPM stock, worth $8.97 Million. This represents 2.96% of its overall portfolio holdings.

Number of Shares

34,415

Previous 4,698 632.55%

Holding current value

$8.97 Million

Previous $1.13 Million 649.64%

% of portfolio

2.96%

Previous 0.38%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	BUY	$225.19 - $279.95 $6.69 Million - $8.32 Million	29,717 Added 632.55%	34,415 $8.44 Million
Q4 2024 Feb 04, 2025	BUY	$205.18 - $250.29 $39,394 - $48,055	192 Added 4.26%	4,698 $1.13 Million
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

# of Institutions

5,181

Shares Held

1.99B

Call Options Held

24M

Put Options Held

26.3M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $765B
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 ...

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Cavalier Investments, LLC Jpmorgan Chase & CO Transaction History