A detailed history of Cladis Investment Advisory, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Cladis Investment Advisory, LLC holds 7,153 shares of JPM stock, worth $1.7 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares
7,153
Previous 7,189 0.5%
Holding current value
$1.7 Million
Previous $1.45 Billion 3.73%
% of portfolio
1.05%
Previous 1.05%

Shares

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

Nov 14, 2024

SELL
$194.9 - $224.8 $7,016 - $8,092
-36 Reduced 0.5%
7,153 $1.51 Billion
Q1 2024

Oct 09, 2024

BUY
$167.09 - $200.3 $250,635 - $300,450
1,500 Added 26.37%
7,189 $1.44 Billion
Q3 2023

Oct 09, 2024

BUY
$143.21 - $158.0 $214,815 - $237,000
1,500 Added 26.37%
7,189 $1.04 Billion
Q3 2023

Nov 13, 2023

BUY
$143.21 - $158.0 $12,459 - $13,746
87 Added 1.55%
5,689 $825,000
Q2 2023

Oct 09, 2024

BUY
$127.47 - $145.44 $15,678 - $17,889
123 Added 1.76%
7,102 $1.03 Billion
Q2 2023

Aug 11, 2023

BUY
$127.47 - $145.44 $15,678 - $17,889
123 Added 2.24%
5,602 $814,000
Q1 2023

Oct 09, 2024

BUY
$124.91 - $143.8 $161,133 - $185,502
1,290 Added 22.68%
6,979 $909 Million
Q1 2023

May 15, 2023

BUY
$124.91 - $143.8 $12,491 - $14,380
100 Added 1.86%
5,479 $713,000
Q4 2022

Oct 09, 2024

BUY
$101.96 - $137.84 $3,670 - $4,962
36 Added 0.53%
6,879 $922 Million
Q4 2022

Feb 14, 2023

BUY
$101.96 - $137.84 $3,670 - $4,962
36 Added 0.67%
5,379 $721,000
Q3 2022

Oct 09, 2024

BUY
$20.73 - $120.58 $23,922 - $139,149
1,154 Added 20.28%
6,843 $715 Million
Q3 2022

Nov 17, 2022

BUY
$20.73 - $120.58 $4,146 - $24,116
200 Added 3.89%
5,343 $558,000
Q2 2022

Oct 09, 2024

BUY
$112.61 - $135.91 $107,429 - $129,658
954 Added 16.77%
6,643 $748 Million
Q1 2022

Oct 08, 2024

BUY
$128.3 - $168.44 $429,805 - $564,274
3,350 Added 101.73%
6,643 $906 Million
Q1 2022

May 10, 2022

BUY
$128.3 - $168.44 $237,355 - $311,614
1,850 Added 56.18%
5,143 $701,000
Q4 2021

Oct 08, 2024

SELL
$153.94 - $171.78 $368,840 - $411,584
-2,396 Reduced 42.12%
3,293 $521 Million
Q4 2021

Oct 01, 2024

SELL
$153.94 - $171.78 $137,930 - $153,914
-896 Reduced 15.75%
4,793 $521 Million
Q4 2021

May 10, 2022

BUY
$153.94 - $171.78 $506,924 - $565,671
3,293 New
3,293 $521,000

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 $699B
  • 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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