A detailed history of Cjm Wealth Advisers, Ltd. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Cjm Wealth Advisers, Ltd. holds 4,114 shares of JPM stock, worth $1.03 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
4,114
Previous 4,112 0.05%
Holding current value
$1.03 Million
Previous $845 Million 2.68%
% of portfolio
0.3%
Previous 0.31%

Shares

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

Oct 03, 2024

BUY
$194.9 - $224.8 $389 - $449
2 Added 0.05%
4,114 $867 Million
Q2 2024

Jul 08, 2024

SELL
$180.08 - $204.79 $71,311 - $81,096
-396 Reduced 8.78%
4,112 $845 Million
Q1 2024

Apr 08, 2024

SELL
$167.09 - $200.3 $76,193 - $91,336
-456 Reduced 9.19%
4,508 $903 Million
Q4 2023

Jan 19, 2024

BUY
$135.69 - $170.3 $1,899 - $2,384
14 Added 0.28%
4,964 $844 Million
Q3 2023

Oct 26, 2023

BUY
$143.21 - $158.0 $286 - $316
2 Added 0.04%
4,950 $718 Million
Q2 2023

Sep 15, 2023

BUY
$127.47 - $145.44 $254 - $290
2 Added 0.04%
4,948 $720 Million
Q1 2023

Sep 15, 2023

BUY
$124.91 - $143.8 $374 - $431
3 Added 0.06%
4,946 $644 Million
Q4 2022

Sep 15, 2023

BUY
$101.96 - $137.84 $20,392 - $27,568
200 Added 4.22%
4,943 $663 Million
Q3 2022

Sep 15, 2023

SELL
$20.73 - $120.58 $456 - $2,652
-22 Reduced 0.46%
4,743 $496 Million
Q2 2022

Sep 15, 2023

BUY
$112.61 - $135.91 $101,123 - $122,047
898 Added 23.22%
4,765 $537 Million
Q1 2022

Sep 15, 2023

SELL
$128.3 - $168.44 $3,977 - $5,221
-31 Reduced 0.8%
3,867 $527 Million
Q4 2021

Sep 15, 2023

BUY
$153.94 - $171.78 $600,058 - $669,598
3,898 New
3,898 $617 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 $734B
  • 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

Track Cjm Wealth Advisers, Ltd. Portfolio

Follow Cjm Wealth Advisers, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cjm Wealth Advisers, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Cjm Wealth Advisers, Ltd. with notifications on news.