A detailed history of Clearview Wealth Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Clearview Wealth Advisors LLC holds 3,888 shares of JPM stock, worth $854,504. This represents 0.64% of its overall portfolio holdings.

Number of Shares
3,888
Previous 4,077 4.64%
Holding current value
$854,504
Previous $824,000 0.61%
% of portfolio
0.64%
Previous 0.72%

Shares

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

Oct 15, 2024

SELL
$194.9 - $224.8 $36,836 - $42,487
-189 Reduced 4.64%
3,888 $819,000
Q2 2024

Jul 31, 2024

SELL
$180.08 - $204.79 $32,414 - $36,862
-180 Reduced 4.23%
4,077 $824,000
Q1 2024

Apr 09, 2024

SELL
$167.09 - $200.3 $199,171 - $238,757
-1,192 Reduced 21.88%
4,257 $852,000
Q4 2023

Jan 12, 2024

SELL
$135.69 - $170.3 $814 - $1,021
-6 Reduced 0.11%
5,449 $926,000
Q3 2023

Oct 30, 2023

SELL
$143.21 - $158.0 $30,217 - $33,338
-211 Reduced 3.72%
5,455 $791,000
Q2 2023

Aug 07, 2023

SELL
$127.47 - $145.44 $25,111 - $28,651
-197 Reduced 3.36%
5,666 $824,000
Q1 2023

Apr 12, 2023

SELL
$124.91 - $143.8 $281,422 - $323,981
-2,253 Reduced 27.76%
5,863 $764,000
Q4 2022

Jan 31, 2023

SELL
$101.96 - $137.84 $1,937 - $2,618
-19 Reduced 0.23%
8,116 $1.09 Million
Q3 2022

Oct 18, 2022

BUY
$20.73 - $120.58 $2,383 - $13,866
115 Added 1.43%
8,135 $850,000
Q2 2022

Aug 05, 2022

BUY
$112.61 - $135.91 $11,148 - $13,455
99 Added 1.25%
8,020 $903,000
Q1 2022

Apr 29, 2022

SELL
$128.3 - $168.44 $41,312 - $54,237
-322 Reduced 3.91%
7,921 $1.08 Million
Q4 2021

Feb 02, 2022

BUY
$153.94 - $171.78 $62,499 - $69,742
406 Added 5.18%
8,243 $1.31 Million
Q3 2021

Nov 02, 2021

BUY
$146.97 - $166.98 $28,659 - $32,561
195 Added 2.55%
7,837 $1.28 Million
Q2 2021

Jul 30, 2021

BUY
$147.37 - $166.44 $53,053 - $59,918
360 Added 4.94%
7,642 $1.19 Million
Q1 2021

May 06, 2021

BUY
$125.65 - $157.65 $106,676 - $133,844
849 Added 13.2%
7,282 $1.11 Million
Q4 2020

Jan 21, 2021

BUY
$96.54 - $127.07 $621,041 - $817,441
6,433 New
6,433 $817,000

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 $645B
  • 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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