Clearwater Capital Advisors, LLC Jpmorgan Chase & CO Transaction History

Clearwater Capital Advisors, LLC

$967 Million
Q4 2024

A detailed history of Clearwater Capital Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Clearwater Capital Advisors, LLC holds 4,308 shares of JPM stock, worth $1.19 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

4,308

Previous 4,726 8.84%

Holding current value

$1.19 Million

Previous $996,000 3.61%

% of portfolio

0.11%

Previous 0.1%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$205.18 - $250.29 $85,765 - $104,621	-418 Reduced 8.84%	4,308 $1.03 Million
Q3 2024 Nov 12, 2024	BUY	$194.9 - $224.8 $448,464 - $517,264	2,301 Added 94.89%	4,726 $996,000
Q2 2024 Aug 06, 2024	BUY	$180.08 - $204.79 $202,590 - $230,388	1,125 Added 86.54%	2,425 $490,000
Q1 2024 May 09, 2024	SELL	$167.09 - $200.3 $13,701 - $16,424	-82 Reduced 5.93%	1,300 $260,000
Q4 2023 Feb 06, 2024	BUY	$135.69 - $170.3 $187,523 - $235,354	1,382 New	1,382 $235,000
Q2 2023 Aug 08, 2023	BUY	$127.47 - $145.44 $181,134 - $206,670	1,421 New	1,421 $206,000
Q4 2022 Jan 27, 2023	BUY	$101.96 - $137.84 $171,802 - $232,260	1,685 New	1,685 $0
Q2 2022 Jul 21, 2022	SELL	$112.61 - $135.91 $184,117 - $222,212	-1,635 Closed	0 $0
Q1 2022 May 03, 2022	SELL	$128.3 - $168.44 $9,622 - $12,633	-75 Reduced 4.39%	1,635 $223,000
Q4 2021 Jan 26, 2022	SELL	$153.94 - $171.78 $52,955 - $59,092	-344 Reduced 16.75%	1,710 $271,000
Q3 2021 Nov 03, 2021	SELL	$146.97 - $166.98 $2,645 - $3,005	-18 Reduced 0.87%	2,054 $336,000
Q2 2021 Aug 04, 2021	SELL	$147.37 - $166.44 $10,905 - $12,316	-74 Reduced 3.45%	2,072 $322,000
Q1 2021 Apr 21, 2021	SELL	$125.65 - $157.65 $9,298 - $11,666	-74 Reduced 3.33%	2,146 $327,000
Q4 2020 Jan 21, 2021	SELL	$96.54 - $127.07 $47,883 - $63,026	-496 Reduced 18.26%	2,220 $282,000
Q2 2020 Jul 30, 2020	SELL	$84.03 - $113.45 $27,729 - $37,438	-330 Reduced 10.83%	2,716 $255,000
Q1 2020 Apr 15, 2020	SELL	$79.03 - $141.09 $81,954 - $146,310	-1,037 Reduced 25.4%	3,046 $274,000
Q4 2019 Jan 27, 2020	SELL	$111.82 - $139.4 $17,891 - $22,304	-160 Reduced 3.77%	4,083 $569,000
Q3 2019 Nov 04, 2019	SELL	$104.8 - $120.23 $113,812 - $130,569	-1,086 Reduced 20.38%	4,243 $499,000
Q2 2019 Jul 26, 2019	SELL	$104.64 - $116.12 $107,360 - $119,139	-1,026 Reduced 16.14%	5,329 $596,000
Q1 2019 May 13, 2019	SELL	$97.11 - $107.19 $74,774 - $82,536	-770 Reduced 10.81%	6,355 $643,000
Q4 2018 Jan 22, 2019	BUY	$92.14 - $115.32 $119,321 - $149,339	1,295 Added 22.21%	7,125 $696,000
Q3 2018 Oct 17, 2018	BUY	$103.61 - $118.63 $63,409 - $72,601	612 Added 11.73%	5,830 $658,000
Q4 2017 Feb 05, 2018	SELL	$95.86 - $107.83 $17,734 - $19,948	-185 Reduced 3.42%	5,218 $558,000
Q3 2017 Oct 19, 2017	BUY	$88.42 - $95.51 $32,361 - $34,956	366 Added 7.27%	5,403 $521,000
Q2 2017 Aug 11, 2017	BUY	N/A	5,037	5,037 $469,000

Others Institutions Holding JPM

# of Institutions

4,968

Shares Held

1.99B

Call Options Held

29.2M

Put Options Held

34.2M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $811B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearwater Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearwater Capital Advisors, LLC with notifications on news.

Account

Clearwater Capital Advisors, LLC Jpmorgan Chase & CO Transaction History