Cfs Investment Advisory Services, LLC Jpmorgan Chase & CO Transaction History

Cfs Investment Advisory Services, LLC

  • $1.19 Billion
  • Q3 2024

A detailed history of Cfs Investment Advisory Services, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 15,988 shares of JPM stock, worth $3.99 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
15,988
Previous 16,113 0.78%
Holding current value
$3.99 Million
Previous $3.26 Million 3.44%
% of portfolio
0.28%
Previous 0.26%

Shares

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

Nov 12, 2024
SELL
$194.9 - $224.8 $24,362 - $28,100
-125 Reduced 0.78%
15,988 $3.37 Million
Q2 2024

Aug 13, 2024
SELL
$180.08 - $204.79 $8,283 - $9,420
-46 Reduced 0.28%
16,113 $3.26 Million
Q1 2024

May 15, 2024
BUY
$167.09 - $200.3 $59,149 - $70,906
354 Added 2.24%
16,159 $3.24 Million
Q4 2023

Feb 13, 2024
SELL
$135.69 - $170.3 $24,424 - $30,654
-180 Reduced 1.13%
15,805 $2.69 Million
Q3 2023

Nov 14, 2023
BUY
$143.21 - $158.0 $332,390 - $366,718
2,321 Added 16.99%
15,985 $2.32 Million
Q2 2023

Jul 21, 2023
BUY
$127.47 - $145.44 $16,953 - $19,343
133 Added 0.98%
13,664 $1.99 Million
Q1 2023

May 05, 2023
BUY
$124.91 - $143.8 $189,613 - $218,288
1,518 Added 12.64%
13,531 $1.76 Million
Q4 2022

Feb 13, 2023
BUY
$101.96 - $137.84 $417,832 - $564,868
4,098 Added 51.78%
12,013 $1.61 Million
Q3 2022

Nov 02, 2022
SELL
$20.73 - $120.58 $17 Million - $98.8 Million
-819,203 Reduced 99.04%
7,915 $827,000
Q3 2022

Oct 31, 2022
BUY
$20.73 - $120.58 $17.1 Million - $99.5 Million
825,155 Added 42035.4%
827,118 $8,000
Q2 2022

Aug 16, 2022
SELL
$112.61 - $135.91 $44.6 Million - $53.8 Million
-396,091 Reduced 99.51%
1,963 $221,000
Q1 2022

May 27, 2022
BUY
$128.3 - $168.44 $50.8 Million - $66.7 Million
396,073 Added 19993.59%
398,054 $3,000
Q4 2021

Feb 14, 2022
BUY
$153.94 - $171.78 $25,861 - $28,859
168 Added 9.27%
1,981 $296,000
Q3 2021

Nov 19, 2021
BUY
$146.97 - $166.98 $266,456 - $302,734
1,813 New
1,813 $297,000
Q2 2021

Jul 21, 2021
SELL
$147.37 - $166.44 $250,086 - $282,448
-1,697 Closed
0 $0
Q4 2020

Feb 11, 2021
BUY
$96.54 - $127.07 $163,828 - $215,637
1,697 New
1,697 $216,000

Others Institutions Holding JPM

# of Institutions
4,615
Shares Held
1.96B
Call Options Held
29.8M
Put Options Held
35.7M
View Full List

About JPMORGAN CHASE & CO

JPM Quotes by TradingView
  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $732B
  • 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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