A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 11,793 shares of JPM stock, worth $2.65 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
11,793
Holding current value
$2.65 Million
% of portfolio
0.06%

Shares

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

Oct 11, 2024

BUY
$194.9 - $224.8 $2.3 Million - $2.65 Million
11,793 New
11,793 $2.49 Million
Q4 2021

Jan 26, 2022

SELL
$153.94 - $171.78 $1.05 Million - $1.17 Million
-6,798 Closed
0 $0
Q3 2021

Nov 02, 2021

BUY
$146.97 - $166.98 $999,102 - $1.14 Million
6,798 New
6,798 $1.11 Million
Q3 2021

Oct 14, 2021

SELL
$146.97 - $166.98 $1.04 Million - $1.18 Million
-7,095 Closed
0 $0
Q2 2021

Jul 21, 2021

BUY
$147.37 - $166.44 $1.05 Million - $1.18 Million
7,095 New
7,095 $1.1 Million

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 $658B
  • 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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