A detailed history of Ci Private Wealth, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Ci Private Wealth, LLC holds 3,695,331 shares of JPM stock, worth $878 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares
3,695,331
Previous 3,602,990 2.56%
Holding current value
$878 Million
Previous $729 Million 6.88%
% of portfolio
1.12%
Previous 1.29%

Shares

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

Nov 12, 2024

BUY
$194.9 - $224.8 $18 Million - $20.8 Million
92,341 Added 2.56%
3,695,331 $779 Million
Q2 2024

Aug 13, 2024

SELL
$180.08 - $204.79 $10.3 Million - $11.7 Million
-57,035 Reduced 1.56%
3,602,990 $729 Million
Q1 2024

May 09, 2024

BUY
$167.09 - $200.3 $21.3 Million - $25.6 Million
127,571 Added 3.61%
3,660,025 $733 Million
Q4 2023

Feb 09, 2024

BUY
$135.69 - $170.3 $75.8 Million - $95.1 Million
558,446 Added 18.78%
3,532,454 $601 Million
Q3 2023

Nov 03, 2023

SELL
$143.21 - $158.0 $5.18 Million - $5.71 Million
-36,144 Reduced 1.2%
2,974,008 $431 Million
Q2 2023

Aug 10, 2023

BUY
$127.47 - $145.44 $44.3 Million - $50.5 Million
347,165 Added 13.04%
3,010,152 $438 Million
Q1 2023

May 15, 2023

BUY
$124.91 - $143.8 $77.4 Million - $89.1 Million
619,333 Added 30.31%
2,662,987 $347 Million
Q4 2022

Feb 15, 2023

BUY
$101.96 - $137.84 $208 Million - $282 Million
2,043,654 New
2,043,654 $274 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 $697B
  • 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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