Cedar Brook Financial Partners, LLC Jpmorgan Chase & CO Transaction History

Cedar Brook Financial Partners, LLC

$497 Million
Q1 2024

A detailed history of Cedar Brook Financial Partners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Cedar Brook Financial Partners, LLC holds 17,635 shares of JPM stock, worth $3.61 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares

17,635

Previous 17,617 0.1%

Holding current value

$3.61 Million

Previous $3 Million 17.89%

% of portfolio

0.71%

Previous 0.67%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 17, 2024	BUY	$167.09 - $200.3 $3,007 - $3,605	18 Added 0.1%	17,635 $3.53 Million
Q4 2023 Jan 12, 2024	BUY	$135.69 - $170.3 $85,484 - $107,289	630 Added 3.71%	17,617 $3 Million
Q3 2023 Oct 17, 2023	SELL	$143.21 - $158.0 $125,308 - $138,250	-875 Reduced 4.9%	16,987 $2.46 Million
Q2 2023 Jul 05, 2023	BUY	$127.47 - $145.44 $2,549 - $2,908	20 Added 0.11%	17,862 $2.6 Million
Q1 2023 Apr 04, 2023	BUY	$124.91 - $143.8 $55,959 - $64,422	448 Added 2.58%	17,842 $2.32 Million

Q4 2022 Feb 01, 2023	BUY	$101.96 - $137.84 $45,270 - $61,200	444 Added 2.62%	17,394 $2.33 Million
Q3 2022 Jan 03, 2023	BUY	$20.73 - $120.58 $15,443 - $89,832	745 Added 4.6%	16,950 $1.77 Million
Q2 2022 Aug 12, 2022	BUY	$112.61 - $135.91 $65,313 - $78,827	580 Added 3.71%	16,205 $1.83 Million
Q1 2022 Apr 06, 2022	SELL	$128.3 - $168.44 $37,591 - $49,352	-293 Reduced 1.84%	15,625 $2.13 Million
Q4 2021 Jan 27, 2022	BUY	$153.94 - $171.78 $20,474 - $22,846	133 Added 0.84%	15,918 $2.52 Million
Q3 2021 Nov 01, 2021	BUY	$146.97 - $166.98 $67,606 - $76,810	460 Added 3.0%	15,785 $2.58 Million
Q2 2021 Aug 16, 2021	SELL	$147.37 - $166.44 $17,389 - $19,639	-118 Reduced 0.76%	15,325 $2.38 Million
Q1 2021 May 11, 2021	SELL	$125.65 - $157.65 $90,468 - $113,508	-720 Reduced 4.45%	15,443 $2.35 Million
Q4 2020 Feb 12, 2021	SELL	$96.54 - $127.07 $22,590 - $29,734	-234 Reduced 1.43%	16,163 $2.05 Million
Q3 2020 Nov 09, 2020	BUY	$91.28 - $103.82 $411,216 - $467,709	4,505 Added 37.88%	16,397 $1.58 Million
Q2 2020 Aug 05, 2020	BUY	$84.03 - $113.45 $30,670 - $41,409	365 Added 3.17%	11,892 $1.12 Million
Q1 2020 May 07, 2020	BUY	$79.03 - $141.09 $4,820 - $8,606	61 Added 0.53%	11,527 $1.04 Million
Q4 2019 Feb 06, 2020	SELL	$111.82 - $139.4 $71,676 - $89,355	-641 Reduced 5.29%	11,466 $1.6 Million
Q3 2019 Oct 24, 2019	SELL	$104.8 - $120.23 $15,405 - $17,673	-147 Reduced 1.2%	12,107 $1.43 Million
Q2 2019 Aug 06, 2019	BUY	$104.64 - $116.12 $27,834 - $30,887	266 Added 2.22%	12,254 $1.37 Million
Q1 2019 May 08, 2019	BUY	$97.11 - $107.19 $212,962 - $235,067	2,193 Added 22.39%	11,988 $1.21 Million
Q4 2018 Feb 11, 2019	BUY	$92.14 - $115.32 $902,511 - $1.13 Million	9,795 New	9,795 $956,000

Others Institutions Holding JPM

# of Institutions

4,423

Shares Held

1.98B

Call Options Held

35.5M

Put Options Held

32.6M

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 $601B
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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Cedar Brook Financial Partners, LLC Jpmorgan Chase & CO Transaction History