A detailed history of Cerro Pacific Wealth Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Cerro Pacific Wealth Advisors LLC holds 14,270 shares of JPM stock, worth $2.92 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares
14,270
Previous 11,268 26.64%
Holding current value
$2.92 Million
Previous $1.51 Million 23.03%
% of portfolio
1.04%
Previous 0.81%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 10, 2023

BUY
$124.91 - $143.8 $374,979 - $431,687
3,002 Added 26.64%
14,270 $1.86 Million
Q4 2022

Jan 18, 2023

BUY
$101.96 - $137.84 $22,533 - $30,462
221 Added 2.0%
11,268 $0
Q3 2022

Oct 12, 2022

BUY
$20.73 - $120.58 $50,519 - $293,853
2,437 Added 28.3%
11,047 $1.15 Million
Q2 2022

Jul 18, 2022

BUY
$112.61 - $135.91 $175,446 - $211,747
1,558 Added 22.09%
8,610 $970,000
Q1 2022

Apr 13, 2022

BUY
$128.3 - $168.44 $67,870 - $89,104
529 Added 8.11%
7,052 $961,000
Q4 2021

Jan 19, 2022

SELL
$153.94 - $171.78 $95,750 - $106,847
-622 Reduced 8.71%
6,523 $1.03 Million
Q3 2021

Nov 09, 2021

SELL
$146.97 - $166.98 $277,479 - $315,258
-1,888 Reduced 20.9%
7,145 $1.17 Million
Q2 2021

Aug 16, 2021

SELL
$147.37 - $166.44 $604,069 - $682,237
-4,099 Reduced 31.21%
9,033 $1.41 Million
Q4 2020

Feb 12, 2021

BUY
$96.54 - $127.07 $1.27 Million - $1.67 Million
13,132 New
13,132 $1.67 Million

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 $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 ...
More about JPM
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