A detailed history of Cedar Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Cedar Wealth Management, LLC holds 537 shares of JPM stock, worth $118,021. This represents 0.04% of its overall portfolio holdings.

Number of Shares
537
Previous 2,068 74.03%
Holding current value
$118,021
Previous $414,000 73.91%
% of portfolio
0.04%
Previous 0.14%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$180.08 - $204.79 $275,702 - $313,533
-1,531 Reduced 74.03%
537 $108,000
Q1 2024

May 13, 2024

BUY
$167.09 - $200.3 $83,545 - $100,150
500 Added 31.89%
2,068 $414,000
Q4 2023

Feb 13, 2024

BUY
$135.69 - $170.3 $4,613 - $5,790
34 Added 2.22%
1,568 $266,000
Q1 2023

May 12, 2023

BUY
$124.91 - $143.8 $188,614 - $217,138
1,510 Added 6291.67%
1,534 $199,000
Q3 2022

Nov 10, 2022

SELL
$20.73 - $120.58 $497 - $2,893
-24 Reduced 50.0%
24 $3,000
Q4 2021

Feb 11, 2022

BUY
$153.94 - $171.78 $7,389 - $8,245
48 New
48 $8,000
Q2 2021

Aug 09, 2021

SELL
$147.37 - $166.44 $12,379 - $13,980
-84 Closed
0 $0
Q3 2020

Nov 12, 2020

SELL
$91.28 - $103.82 $912 - $1,038
-10 Reduced 10.64%
84 $8,000
Q2 2020

Aug 04, 2020

SELL
$84.03 - $113.45 $13,024 - $17,584
-155 Reduced 62.25%
94 $9,000
Q1 2020

May 01, 2020

BUY
$79.03 - $141.09 $13,039 - $23,279
165 Added 196.43%
249 $22,000
Q3 2019

Oct 24, 2019

BUY
$104.8 - $120.23 $8,803 - $10,099
84 New
84 $10,000
Q3 2018

Nov 06, 2018

SELL
$103.61 - $118.63 $16,473 - $18,862
-159 Closed
0 $0
Q2 2018

Aug 07, 2018

BUY
$103.24 - $114.29 $16,415 - $18,172
159 New
159 $17,000
Q4 2017

Feb 02, 2018

SELL
$95.86 - $107.83 $4,313 - $4,852
-45 Closed
0 $0
Q3 2017

Oct 24, 2017

BUY
$88.42 - $95.51 $3,978 - $4,297
45
45 $4,000

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 $645B
  • 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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