A detailed history of Certified Advisory Corp transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Certified Advisory Corp holds 23,012 shares of JPM stock, worth $5.72 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
23,012
Previous 22,778 1.03%
Holding current value
$5.72 Million
Previous $4.61 Million 5.27%
% of portfolio
0.55%
Previous 0.59%

Shares

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

Nov 12, 2024

BUY
$194.9 - $224.8 $45,606 - $52,603
234 Added 1.03%
23,012 $4.85 Million
Q2 2024

Aug 13, 2024

BUY
$180.08 - $204.79 $47,000 - $53,450
261 Added 1.16%
22,778 $4.61 Million
Q1 2024

May 10, 2024

SELL
$167.09 - $200.3 $32,582 - $39,058
-195 Reduced 0.86%
22,517 $4.51 Million
Q4 2023

Feb 09, 2024

SELL
$135.69 - $170.3 $4.38 Million - $5.5 Million
-32,313 Reduced 58.72%
22,712 $3.86 Million
Q3 2023

Nov 13, 2023

BUY
$143.21 - $158.0 $4.76 Million - $5.25 Million
33,257 Added 152.78%
55,025 $7.98 Million
Q2 2023

Aug 14, 2023

BUY
$127.47 - $145.44 $195,411 - $222,959
1,533 Added 7.58%
21,768 $3.17 Million
Q1 2023

May 15, 2023

BUY
$124.91 - $143.8 $5,870 - $6,758
47 Added 0.23%
20,235 $2.64 Million
Q4 2022

Feb 14, 2023

SELL
$101.96 - $137.84 $9,788 - $13,232
-96 Reduced 0.47%
20,188 $2.71 Million
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $11,878 - $69,092
573 Added 2.91%
20,284 $2.12 Million
Q2 2022

Aug 15, 2022

BUY
$112.61 - $135.91 $12,724 - $15,357
113 Added 0.58%
19,711 $2.22 Million
Q1 2022

May 13, 2022

BUY
$128.3 - $168.44 $140,103 - $183,936
1,092 Added 5.9%
19,598 $2.67 Million
Q4 2021

Feb 14, 2022

BUY
$153.94 - $171.78 $27,709 - $30,920
180 Added 0.98%
18,506 $2.93 Million
Q3 2021

Nov 15, 2021

SELL
$146.97 - $166.98 $14,256 - $16,197
-97 Reduced 0.53%
18,326 $3 Million
Q2 2021

Aug 16, 2021

BUY
$147.37 - $166.44 $134,548 - $151,959
913 Added 5.21%
18,423 $2.87 Million
Q1 2021

May 10, 2021

BUY
$125.65 - $157.65 $4,146 - $5,202
33 Added 0.19%
17,510 $2.67 Million
Q2 2020

Jul 27, 2020

BUY
$84.03 - $113.45 $247,720 - $334,450
2,948 Added 20.29%
17,477 $1.64 Million
Q1 2020

Apr 27, 2020

BUY
$79.03 - $141.09 $178,133 - $318,016
2,254 Added 18.36%
14,529 $1.31 Million
Q4 2019

Jan 29, 2020

BUY
$111.82 - $139.4 $119,311 - $148,739
1,067 Added 9.52%
12,275 $1.71 Million
Q3 2019

Nov 12, 2019

SELL
$104.8 - $120.23 $45,378 - $52,059
-433 Reduced 3.72%
11,208 $1.32 Million
Q2 2019

Aug 07, 2019

BUY
$104.64 - $116.12 $1,778 - $1,974
17 Added 0.15%
11,641 $1.3 Million
Q1 2019

May 07, 2019

BUY
$97.11 - $107.19 $99,052 - $109,333
1,020 Added 9.62%
11,624 $1.18 Million
Q4 2018

Feb 04, 2019

SELL
$92.14 - $115.32 $104,486 - $130,772
-1,134 Reduced 9.66%
10,604 $1.04 Million
Q3 2018

Nov 13, 2018

BUY
$103.61 - $118.63 $2,175 - $2,491
21 Added 0.18%
11,738 $1.32 Million
Q2 2018

Aug 14, 2018

SELL
$103.24 - $114.29 $22,093 - $24,458
-214 Reduced 1.79%
11,717 $1.22 Million
Q1 2018

Apr 30, 2018

BUY
$107.01 - $118.77 $1.02 Million - $1.13 Million
9,495 Added 389.78%
11,931 $1.31 Million
Q4 2017

Feb 22, 2018

BUY
$95.86 - $107.83 $233,514 - $262,673
2,436
2,436 $259,000

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 $729B
  • 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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