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 4,112 shares of JPM stock, worth $851,348. This represents 0.31% of its overall portfolio holdings.

Number of Shares
4,112
Previous 4,508 8.78%
Holding current value
$851,348
Previous $903 Million 6.44%
% of portfolio
0.31%
Previous 0.34%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $607B
  • 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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