A detailed history of Clear Investment Research, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Clear Investment Research, LLC holds 138 shares of JPM stock, worth $34,495. This represents 0.04% of its overall portfolio holdings.

Number of Shares
138
Previous 130 6.15%
Holding current value
$34,495
Previous $26,000 11.54%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Nov 12, 2024

BUY
$194.9 - $224.8 $1,559 - $1,798
8 Added 6.15%
138 $29,000
Q2 2024

Aug 08, 2024

SELL
$180.08 - $204.79 $720 - $819
-4 Reduced 2.99%
130 $26,000
Q1 2024

May 02, 2024

SELL
$167.09 - $200.3 $835 - $1,001
-5 Reduced 3.6%
134 $26,000
Q4 2023

Feb 12, 2024

SELL
$135.69 - $170.3 $271 - $340
-2 Reduced 1.42%
139 $23,000
Q3 2023

Nov 07, 2023

BUY
$143.21 - $158.0 $429 - $474
3 Added 2.17%
141 $20,000
Q2 2023

Aug 09, 2023

BUY
$127.47 - $145.44 $2,039 - $2,327
16 Added 13.11%
138 $20,000
Q1 2023

May 09, 2023

BUY
$124.91 - $143.8 $124 - $143
1 Added 0.83%
122 $15,000
Q4 2022

Feb 10, 2023

BUY
$101.96 - $137.84 $101 - $137
1 Added 0.83%
121 $16,000
Q3 2022

Nov 01, 2022

BUY
$20.73 - $120.58 $82 - $482
4 Added 3.45%
120 $13,000
Q1 2022

May 02, 2022

BUY
$128.3 - $168.44 $8,082 - $10,611
63 Added 118.87%
116 $16,000
Q4 2021

Jan 24, 2022

BUY
$153.94 - $171.78 $8,004 - $8,932
52 Added 5200.0%
53 $8,000
Q2 2021

Jul 29, 2021

BUY
$147.37 - $166.44 $147 - $166
1 New
1 $0
Q4 2019

Feb 04, 2020

SELL
$111.82 - $139.4 $3,913 - $4,879
-35 Closed
0 $0
Q3 2018

Nov 14, 2018

BUY
$103.61 - $118.63 $3,626 - $4,152
35 New
35 $4,000

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 $733B
  • 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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