Cfm Wealth Partners LLC Jpmorgan Chase & CO Transaction History

Cfm Wealth Partners LLC

$541 Million
Q2 2024

A detailed history of Cfm Wealth Partners LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Cfm Wealth Partners LLC holds 28,799 shares of JPM stock, worth $6.12 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares

28,799

Previous 28,179 2.2%

Holding current value

$6.12 Million

Previous $5.64 Million 3.19%

% of portfolio

1.08%

Previous 1.14%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 18, 2024	BUY	$180.08 - $204.79 $111,649 - $126,969	620 Added 2.2%	28,799 $5.82 Million
Q1 2024 Apr 15, 2024	BUY	$167.09 - $200.3 $130,163 - $156,033	779 Added 2.84%	28,179 $5.64 Million
Q4 2023 Jan 11, 2024	BUY	$135.69 - $170.3 $32,565 - $40,872	240 Added 0.88%	27,400 $4.66 Million
Q3 2023 Oct 11, 2023	BUY	$143.21 - $158.0 $124,163 - $136,986	867 Added 3.3%	27,160 $3.94 Million
Q2 2023 Jul 14, 2023	SELL	$127.47 - $145.44 $13,129 - $14,980	-103 Reduced 0.39%	26,293 $3.82 Million
Q1 2023 Apr 12, 2023	BUY	$124.91 - $143.8 $3.3 Million - $3.8 Million	26,396 New	26,396 $3.44 Million
Q4 2022 Jan 19, 2023	BUY	$101.96 - $137.84 $95,944 - $129,707	941 Added 3.75%	26,018 $3.49 Billion
Q3 2022 Oct 17, 2022	BUY	$20.73 - $120.58 $63,433 - $368,974	3,060 Added 13.9%	25,077 $2.62 Million
Q2 2022 Jul 12, 2022	SELL	$112.61 - $135.91 $100,448 - $121,231	-892 Reduced 3.89%	22,017 $2.48 Million
Q1 2022 Apr 14, 2022	BUY	$128.3 - $168.44 $304,327 - $399,539	2,372 Added 11.55%	22,909 $3.12 Million
Q4 2021 Jan 21, 2022	BUY	$153.94 - $171.78 $520,317 - $580,616	3,380 Added 19.7%	20,537 $3.32 Million
Q3 2021 Oct 25, 2021	BUY	$146.97 - $166.98 $55,701 - $63,285	379 Added 2.26%	17,157 $2.81 Million
Q2 2021 Jul 21, 2021	SELL	$147.37 - $166.44 $8,547 - $9,653	-58 Reduced 0.34%	16,778 $2.61 Million
Q1 2021 May 17, 2021	BUY	$125.65 - $157.65 $3,769 - $4,729	30 Added 0.18%	16,836 $2.56 Million
Q4 2020 Feb 10, 2021	SELL	$96.54 - $127.07 $3,378 - $4,447	-35 Reduced 0.21%	16,806 $2.14 Million
Q3 2020 Nov 10, 2020	BUY	$91.28 - $103.82 $191,596 - $217,918	2,099 Added 14.24%	16,841 $1.79 Million
Q2 2020 Aug 14, 2020	SELL	$84.03 - $113.45 $99,995 - $135,005	-1,190 Reduced 7.47%	14,742 $1.39 Million
Q1 2020 May 12, 2020	BUY	$79.03 - $141.09 $86,063 - $153,647	1,089 Added 7.34%	15,932 $1.43 Million
Q4 2019 Jan 30, 2020	BUY	$111.82 - $139.4 $1.66 Million - $2.07 Million	14,843 New	14,843 $2.04 Million

Others Institutions Holding JPM

# of Institutions

4,527

Shares Held

2.01B

Call Options Held

26.2M

Put Options Held

29.1M

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 $623B
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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Cfm Wealth Partners LLC Jpmorgan Chase & CO Transaction History