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

Cibc Private Wealth Group, LLC

$51.3 Billion
Q1 2025

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 3,250,085 shares of JPM stock, worth $1.01 Billion. This represents 1.56% of its overall portfolio holdings.

Number of Shares

3,250,085

Previous 3,242,788 0.23%

Holding current value

$1.01 Billion

Previous $777 Million 2.56%

% of portfolio

1.56%

Previous 1.47%

36 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$225.19 - $279.95 $1.64 Million - $2.04 Million	7,297 Added 0.23%	3,250,085 $797 Million
Q4 2024 Feb 12, 2025	SELL	$205.18 - $250.29 $14.3 Million - $17.5 Million	-69,766 Reduced 2.11%	3,242,788 $777 Million
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

5,378

Shares Held

2.01B

Call Options Held

28.8M

Put Options Held

30.3M

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 $907B
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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Cibc Private Wealth Group, LLC Jpmorgan Chase & CO Transaction History