A detailed history of Clearstead Trust, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Clearstead Trust, LLC holds 29,462 shares of JPM stock, worth $7.32 Million. This represents 1.67% of its overall portfolio holdings.

Number of Shares
29,462
Previous 29,159 1.04%
Holding current value
$7.32 Million
Previous $5.9 Million 5.31%
% of portfolio
1.67%
Previous 1.64%

Shares

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

Nov 13, 2024

BUY
$194.9 - $224.8 $59,054 - $68,114
303 Added 1.04%
29,462 $6.21 Million
Q2 2024

Aug 09, 2024

BUY
$180.08 - $204.79 $90,400 - $102,804
502 Added 1.75%
29,159 $5.9 Million
Q1 2024

May 10, 2024

SELL
$167.09 - $200.3 $838,290 - $1 Million
-5,017 Reduced 14.9%
28,657 $5.74 Million
Q4 2023

Feb 06, 2024

BUY
$135.69 - $170.3 $824,045 - $1.03 Million
6,073 Added 22.0%
33,674 $5.73 Million
Q3 2023

Nov 13, 2023

SELL
$143.21 - $158.0 $505,101 - $557,266
-3,527 Reduced 11.33%
27,601 $4 Million
Q2 2023

Aug 08, 2023

BUY
$127.47 - $145.44 $4,333 - $4,944
34 Added 0.11%
31,128 $4.53 Million
Q1 2023

May 10, 2023

SELL
$124.91 - $143.8 $55,834 - $64,278
-447 Reduced 1.42%
31,094 $4.05 Million
Q4 2022

Jan 31, 2023

BUY
$101.96 - $137.84 $20,086 - $27,154
197 Added 0.63%
31,541 $4.23 Million
Q3 2022

Nov 10, 2022

BUY
$20.73 - $120.58 $77,468 - $450,607
3,737 Added 13.54%
31,344 $3.28 Million
Q2 2022

Aug 11, 2022

BUY
$112.61 - $135.91 $129,051 - $155,752
1,146 Added 4.33%
27,607 $3.11 Million
Q1 2022

May 16, 2022

BUY
$128.3 - $168.44 $40,671 - $53,395
317 Added 1.21%
26,461 $3.61 Million
Q4 2021

Feb 09, 2022

BUY
$153.94 - $171.78 $18,164 - $20,270
118 Added 0.45%
26,144 $4.14 Million
Q3 2021

Nov 02, 2021

BUY
$146.97 - $166.98 $217,515 - $247,130
1,480 Added 6.03%
26,026 $4.26 Million
Q2 2021

Aug 12, 2021

SELL
$147.37 - $166.44 $17,537 - $19,806
-119 Reduced 0.48%
24,546 $3.82 Million
Q1 2021

Apr 30, 2021

BUY
$125.65 - $157.65 $104,540 - $131,164
832 Added 3.49%
24,665 $3.76 Million
Q4 2020

Feb 16, 2021

BUY
$96.54 - $127.07 $20,466 - $26,938
212 Added 0.9%
23,833 $3.03 Million
Q3 2020

Oct 23, 2020

SELL
$91.28 - $103.82 $27,840 - $31,665
-305 Reduced 1.27%
23,621 $2.27 Million
Q2 2020

Aug 17, 2020

BUY
$84.03 - $113.45 $498,549 - $673,098
5,933 Added 32.97%
23,926 $2.25 Million
Q1 2020

May 12, 2020

BUY
$79.03 - $141.09 $35,484 - $63,349
449 Added 2.56%
17,993 $1.62 Million
Q4 2019

Feb 03, 2020

SELL
$111.82 - $139.4 $41,149 - $51,299
-368 Reduced 2.05%
17,544 $2.45 Million
Q3 2019

Nov 07, 2019

SELL
$104.8 - $120.23 $53,867 - $61,798
-514 Reduced 2.79%
17,912 $2.11 Million
Q2 2019

Jul 31, 2019

BUY
$104.64 - $116.12 $107,569 - $119,371
1,028 Added 5.91%
18,426 $0
Q1 2019

May 13, 2019

BUY
$97.11 - $107.19 $336,777 - $371,734
3,468 Added 24.9%
17,398 $1.76 Million
Q4 2018

Feb 13, 2019

SELL
$92.14 - $115.32 $561,040 - $702,183
-6,089 Reduced 30.42%
13,930 $1.36 Million
Q3 2018

Nov 15, 2018

BUY
$103.61 - $118.63 $283,166 - $324,215
2,733 Added 15.81%
20,019 $2.26 Million
Q2 2018

Aug 20, 2018

BUY
$103.24 - $114.29 $299,808 - $331,898
2,904 Added 20.19%
17,286 $1.8 Million
Q1 2018

May 15, 2018

BUY
$107.01 - $118.77 $1.38 Million - $1.53 Million
12,897 Added 868.48%
14,382 $1.58 Million
Q2 2017

Aug 21, 2017

BUY
N/A
1,485
1,485 $136,000

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 $729B
  • 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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