Cibc Private Wealth Group, LLC Jpmorgan Chase & CO Transaction History

Cibc Private Wealth Group, LLC

$53.9 Billion
Q3 2024

A detailed history of Cibc Private Wealth Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Cibc Private Wealth Group, LLC holds 3,312,554 shares of JPM stock, worth $816 Million. This represents 1.3% of its overall portfolio holdings.

Number of Shares

3,312,554

Previous 3,116,315 6.3%

Holding current value

$816 Million

Previous $630 Million 10.77%

% of portfolio

1.3%

Previous 1.23%

34 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$194.9 - $224.8 $38.2 Million - $44.1 Million	196,239 Added 6.3%	3,312,554 $698 Million
Q2 2024 Aug 09, 2024	SELL	$180.08 - $204.79 $6.45 Million - $7.34 Million	-35,832 Reduced 1.14%	3,116,315 $630 Million
Q1 2024 May 10, 2024	SELL	$167.09 - $200.3 $10.6 Million - $12.7 Million	-63,358 Reduced 1.97%	3,152,147 $631 Million
Q4 2023 Feb 13, 2024	BUY	$135.69 - $170.3 $436 Million - $548 Million	3,215,505 New	3,215,505 $547 Million
Q3 2023 Nov 13, 2023	BUY	$143.21 - $158.0 $468 Million - $516 Million	3,264,719 New	3,264,719 $473 Million
Q2 2023 Nov 21, 2023	BUY	$127.47 - $145.44 $432 Million - $493 Million	3,389,002 New	3,389,002 $493 Million
Q2 2023 Aug 10, 2023	BUY	$127.47 - $145.44 $6.11 Million - $6.97 Million	47,908 Added 1.43%	3,389,002 $493 Million
Q1 2023 Nov 21, 2023	BUY	$124.91 - $143.8 $417 Million - $480 Million	3,341,094 New	3,341,094 $435 Million
Q1 2023 May 11, 2023	SELL	$124.91 - $143.8 $4.06 Million - $4.67 Million	-32,466 Reduced 0.96%	3,341,094 $435 Million
Q4 2022 Jun 01, 2023	BUY	$101.96 - $137.84 $3.31 Million - $4.48 Million	32,466 Added 0.97%	3,373,560 $452 Million
Q4 2022 Feb 13, 2023	BUY	$101.96 - $137.84 $1.4 Million - $1.89 Million	13,734 Added 0.41%	3,373,560 $452 Million
Q3 2022 Nov 14, 2022	SELL	$20.73 - $120.58 $3.91 Million - $22.7 Million	-188,535 Reduced 5.31%	3,359,826 $351 Million
Q2 2022 Aug 03, 2022	SELL	$112.61 - $135.91 $8.89 Million - $10.7 Million	-78,909 Reduced 2.18%	3,548,361 $400 Million
Q1 2022 May 16, 2022	SELL	$128.3 - $168.44 $151 Million - $198 Million	-1,175,110 Reduced 24.47%	3,627,270 $494 Million
Q4 2021 Feb 08, 2022	BUY	$153.94 - $171.78 $7.2 Million - $8.04 Million	46,795 Added 0.98%	4,802,380 $760 Million
Q3 2021 Nov 12, 2021	SELL	$146.97 - $166.98 $4.11 Million - $4.67 Million	-27,976 Reduced 0.58%	4,755,585 $778 Million
Q2 2021 Aug 16, 2021	BUY	$147.37 - $166.44 $1.32 Million - $1.49 Million	8,930 Added 0.19%	4,783,561 $744 Million
Q1 2021 May 12, 2021	BUY	$125.65 - $157.65 $12 Million - $15 Million	95,131 Added 2.03%	4,774,631 $727 Million
Q4 2020 Feb 12, 2021	BUY	$96.54 - $127.07 $12.8 Million - $16.8 Million	132,578 Added 2.92%	4,679,500 $595 Million
Q3 2020 Nov 03, 2020	BUY	$91.28 - $103.82 $411 Million - $468 Million	4,505,345 Added 10836.15%	4,546,922 $438 Million
Q3 2020 Oct 29, 2020	SELL	$91.28 - $103.82 $257 Million - $293 Million	-2,820,328 Reduced 98.55%	41,577 $4 Million
Q2 2020 Aug 13, 2020	SELL	$84.03 - $113.45 $114 Million - $154 Million	-1,361,211 Reduced 32.23%	2,861,905 $269 Million
Q1 2020 May 15, 2020	SELL	$79.03 - $141.09 $22.6 Million - $40.4 Million	-286,173 Reduced 6.35%	4,223,116 $380 Million
Q4 2019 Jan 30, 2020	BUY	$111.82 - $139.4 $2.94 Million - $3.67 Million	26,332 Added 0.59%	4,509,289 $629 Million
Q3 2019 Oct 16, 2019	SELL	$104.8 - $120.23 $8.65 Million - $9.93 Million	-82,560 Reduced 1.81%	4,482,957 $528 Million
Q2 2019 Jul 31, 2019	BUY	$104.64 - $116.12 $33.7 Million - $37.4 Million	322,114 Added 7.59%	4,565,517 $510 Million
Q1 2019 May 10, 2019	SELL	$97.11 - $107.19 $3.14 Million - $3.46 Million	-32,312 Reduced 0.76%	4,243,403 $430 Million
Q4 2018 Feb 05, 2019	BUY	$92.14 - $115.32 $259,650 - $324,971	2,818 Added 0.07%	4,275,715 $417 Million
Q3 2018 Nov 14, 2018	SELL	$103.61 - $118.63 $3.25 Million - $3.72 Million	-31,323 Reduced 0.73%	4,272,897 $482 Million
Q2 2018 Aug 02, 2018	SELL	$103.24 - $114.29 $2.53 Million - $2.81 Million	-24,543 Reduced 0.57%	4,304,220 $448 Million
Q1 2018 May 17, 2018	SELL	$107.01 - $118.77 $3.51 Million - $3.9 Million	-32,828 Reduced 0.75%	4,328,763 $476 Million
Q4 2017 Feb 12, 2018	SELL	$95.86 - $107.83 $3.51 Million - $3.95 Million	-36,595 Reduced 0.83%	4,361,591 $466 Million
Q3 2017 Nov 14, 2017	BUY	$88.42 - $95.51 $150 Million - $162 Million	1,692,999 Added 62.58%	4,398,186 $420 Million
Q2 2017 Aug 09, 2017	BUY	N/A	2,705,187	2,705,187 $247 Million

Others Institutions Holding JPM

# of Institutions

4,614

Shares Held

1.96B

Call Options Held

29.8M

Put Options Held

35.7M

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 $722B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cibc Private Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cibc Private Wealth Group, LLC with notifications on news.

Account

Cibc Private Wealth Group, LLC Jpmorgan Chase & CO Transaction History