A detailed history of Cbiz Investment Advisory Services, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Cbiz Investment Advisory Services, LLC holds 1,324 shares of JPM stock, worth $330,721. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,324
Previous 1,170 13.16%
Holding current value
$330,721
Previous $236,000 18.22%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024

BUY
$194.9 - $224.8 $30,014 - $34,619
154 Added 13.16%
1,324 $279,000
Q2 2024

Aug 09, 2024

BUY
$180.08 - $204.79 $180 - $204
1 Added 0.09%
1,170 $236,000
Q1 2024

May 13, 2024

BUY
$167.09 - $200.3 $195,328 - $234,150
1,169 New
1,169 $234,000

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 $733B
  • 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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