Ccm Investment Advisers LLC Jpmorgan Chase & CO Transaction History

Ccm Investment Advisers LLC

$893 Million
Q4 2024

A detailed history of Ccm Investment Advisers LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Ccm Investment Advisers LLC holds 85,255 shares of JPM stock, worth $23.5 Million. This represents 2.29% of its overall portfolio holdings.

Number of Shares

85,255

Previous 86,837 1.82%

Holding current value

$23.5 Million

Previous $18.3 Million 11.65%

% of portfolio

2.29%

Previous 2.06%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	SELL	$205.18 - $250.29 $324,594 - $395,958	-1,582 Reduced 1.82%	85,255 $20.4 Million
Q3 2024 Oct 09, 2024	SELL	$194.9 - $224.8 $696,962 - $803,884	-3,576 Reduced 3.96%	86,837 $18.3 Million
Q2 2024 Jul 11, 2024	SELL	$180.08 - $204.79 $55,104 - $62,665	-306 Reduced 0.34%	90,413 $18.3 Million
Q1 2024 May 17, 2024	SELL	$167.09 - $200.3 $898,442 - $1.08 Million	-5,377 Reduced 5.6%	90,719 $18.2 Million
Q4 2023 Mar 05, 2024	BUY	$135.69 - $170.3 $439,906 - $552,112	3,242 Added 3.49%	96,096 $16.3 Million
Q3 2023 Dec 08, 2023	BUY	$143.21 - $158.0 $58,286 - $64,306	407 Added 0.44%	92,854 $13.5 Million
Q2 2023 Aug 21, 2023	SELL	$127.47 - $145.44 $219,375 - $250,302	-1,721 Reduced 1.83%	92,447 $13.4 Million
Q1 2023 May 17, 2023	SELL	$124.91 - $143.8 $764,449 - $880,056	-6,120 Reduced 6.1%	94,168 $12.3 Million
Q4 2022 Feb 15, 2023	SELL	$101.96 - $137.84 $365,730 - $494,432	-3,587 Reduced 3.45%	100,288 $13.4 Million
Q3 2022 Nov 09, 2022	BUY	$20.73 - $120.58 $48,031 - $279,383	2,317 Added 2.28%	103,875 $10.9 Million
Q2 2022 Jul 27, 2022	BUY	$112.61 - $135.91 $297,853 - $359,481	2,645 Added 2.67%	101,558 $11.4 Million
Q1 2022 May 03, 2022	SELL	$128.3 - $168.44 $52,859 - $69,397	-412 Reduced 0.41%	98,913 $13.5 Million
Q4 2021 Feb 01, 2022	BUY	$153.94 - $171.78 $1.11 Million - $1.24 Million	7,234 Added 7.86%	99,325 $15.7 Million
Q3 2021 Oct 26, 2021	SELL	$146.97 - $166.98 $32,039 - $36,401	-218 Reduced 0.24%	92,091 $15.1 Million
Q2 2021 Jul 30, 2021	SELL	$147.37 - $166.44 $97,411 - $110,016	-661 Reduced 0.71%	92,309 $14.4 Million
Q1 2021 May 07, 2021	SELL	$125.65 - $157.65 $190,862 - $239,470	-1,519 Reduced 1.61%	92,970 $14.2 Million
Q4 2020 Feb 25, 2021	SELL	$96.54 - $127.07 $557,132 - $733,320	-5,771 Reduced 5.76%	94,489 $12 Million
Q3 2020 Nov 10, 2020	SELL	$91.28 - $103.82 $580,632 - $660,399	-6,361 Reduced 5.97%	100,260 $9.65 Million
Q2 2020 Aug 10, 2020	SELL	$84.03 - $113.45 $72,349 - $97,680	-861 Reduced 0.8%	106,621 $10 Million
Q1 2020 May 22, 2020	SELL	$79.03 - $141.09 $113,408 - $202,464	-1,435 Reduced 1.32%	107,482 $9.68 Million
Q4 2019 Feb 20, 2020	SELL	$111.82 - $139.4 $218,049 - $271,830	-1,950 Reduced 1.76%	108,917 $15.2 Million
Q3 2019 Nov 19, 2019	SELL	$104.8 - $120.23 $83,840 - $96,184	-800 Reduced 0.72%	110,867 $13 Million
Q2 2019 Aug 05, 2019	SELL	$104.64 - $116.12 $405,375 - $449,848	-3,874 Reduced 3.35%	111,667 $12.5 Million
Q1 2019 May 02, 2019	BUY	$97.11 - $107.19 $192,666 - $212,664	1,984 Added 1.75%	115,541 $11.7 Million
Q4 2018 Feb 12, 2019	BUY	$92.14 - $115.32 $1.43 Million - $1.78 Million	15,476 Added 15.78%	113,557 $11.1 Million
Q3 2018 Nov 05, 2018	SELL	$103.61 - $118.63 $368,022 - $421,373	-3,552 Reduced 3.49%	98,081 $11.1 Million
Q2 2018 Aug 13, 2018	BUY	$103.24 - $114.29 $105,511 - $116,804	1,022 Added 1.02%	101,633 $10.6 Million
Q1 2018 May 09, 2018	SELL	$107.01 - $118.77 $34,885 - $38,719	-326 Reduced 0.32%	100,611 $11.1 Million
Q4 2017 Feb 22, 2018	SELL	$95.86 - $107.83 $605,451 - $681,054	-6,316 Reduced 5.89%	100,937 $10.8 Million
Q3 2017 Nov 02, 2017	BUY	$88.42 - $95.51 $9.48 Million - $10.2 Million	107,253	107,253 $10.2 Million

Others Institutions Holding JPM

# of Institutions

4,825

Shares Held

1.97B

Call Options Held

29.8M

Put Options Held

35.8M

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 $809B
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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Ccm Investment Advisers LLC Jpmorgan Chase & CO Transaction History