A detailed history of Cic Wealth, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Cic Wealth, LLC holds 11,184 shares of JPM stock, worth $2.66 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares
11,184
Previous 10,950 2.14%
Holding current value
$2.66 Million
Previous $2.21 Billion 6.48%
% of portfolio
0.61%
Previous 0.61%

Shares

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

Nov 08, 2024

BUY
$194.9 - $224.8 $45,606 - $52,603
234 Added 2.14%
11,184 $2.36 Billion
Q2 2024

Jul 12, 2024

BUY
$180.08 - $204.79 $49,161 - $55,907
273 Added 2.56%
10,950 $2.21 Billion
Q1 2024

Apr 15, 2024

SELL
$167.09 - $200.3 $36,258 - $43,465
-217 Reduced 1.99%
10,677 $2.14 Billion
Q4 2023

Jan 11, 2024

SELL
$135.69 - $170.3 $7,870 - $9,877
-58 Reduced 0.53%
10,894 $1.85 Billion
Q3 2023

Oct 10, 2023

BUY
$143.21 - $158.0 $15,323 - $16,906
107 Added 0.99%
10,952 $1.59 Billion
Q2 2023

Jul 19, 2023

BUY
$127.47 - $145.44 $3,314 - $3,781
26 Added 0.24%
10,845 $1.58 Billion
Q1 2023

May 04, 2023

SELL
$124.91 - $143.8 $7,119 - $8,196
-57 Reduced 0.52%
10,819 $1.41 Billion
Q4 2022

Feb 15, 2023

BUY
$101.96 - $137.84 $1.11 Million - $1.5 Million
10,876 New
10,876 $1.46 Billion

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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