A detailed history of Cobblestone Capital Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Cobblestone Capital Advisors LLC holds 19,623 shares of JPM stock, worth $4.17 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
19,623
Previous 20,213 2.92%
Holding current value
$4.17 Million
Previous $4.05 Million 1.98%
% of portfolio
0.25%
Previous 0.26%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024

SELL
$180.08 - $204.79 $106,247 - $120,826
-590 Reduced 2.92%
19,623 $3.97 Million
Q4 2023

Feb 09, 2024

SELL
$135.69 - $170.3 $60,110 - $75,442
-443 Reduced 2.14%
20,213 $3.44 Million
Q3 2023

Nov 07, 2023

BUY
$143.21 - $158.0 $42,819 - $47,242
299 Added 1.47%
20,656 $3 Million
Q2 2023

Aug 01, 2023

SELL
$127.47 - $145.44 $127 - $145
-1 Reduced -0.0%
20,357 $2.96 Million
Q1 2023

May 05, 2023

SELL
$124.91 - $143.8 $165,505 - $190,535
-1,325 Reduced 6.11%
20,358 $2.65 Million
Q4 2022

Feb 09, 2023

BUY
$101.96 - $137.84 $90,336 - $122,126
886 Added 4.26%
21,683 $2.91 Million
Q3 2022

Nov 07, 2022

SELL
$20.73 - $120.58 $7,442 - $43,288
-359 Reduced 1.7%
20,797 $2.17 Million
Q2 2022

Aug 11, 2022

SELL
$112.61 - $135.91 $28,039 - $33,841
-249 Reduced 1.16%
21,156 $2.38 Million
Q1 2022

Apr 29, 2022

BUY
$128.3 - $168.44 $29,893 - $39,246
233 Added 1.1%
21,405 $2.92 Million
Q4 2021

Feb 11, 2022

SELL
$153.94 - $171.78 $25,400 - $28,343
-165 Reduced 0.77%
21,172 $3.35 Million
Q3 2021

Nov 10, 2021

SELL
$146.97 - $166.98 $213,106 - $242,120
-1,450 Reduced 6.36%
21,337 $3.49 Million
Q2 2021

Aug 05, 2021

SELL
$147.37 - $166.44 $11,642 - $13,148
-79 Reduced 0.35%
22,787 $3.54 Million
Q1 2021

May 13, 2021

BUY
$125.65 - $157.65 $206,694 - $259,334
1,645 Added 7.75%
22,866 $3.48 Million
Q4 2020

Feb 09, 2021

BUY
$96.54 - $127.07 $7,916 - $10,419
82 Added 0.39%
21,221 $2.7 Million
Q3 2020

Nov 05, 2020

SELL
$91.28 - $103.82 $152,528 - $173,483
-1,671 Reduced 7.33%
21,139 $2.04 Million
Q2 2020

Aug 11, 2020

SELL
$84.03 - $113.45 $249,485 - $336,833
-2,969 Reduced 11.52%
22,810 $2.15 Million
Q1 2020

May 07, 2020

BUY
$79.03 - $141.09 $546,255 - $975,214
6,912 Added 36.64%
25,779 $2.32 Million
Q4 2019

Feb 07, 2020

BUY
$111.82 - $139.4 $222,521 - $277,406
1,990 Added 11.79%
18,867 $2.63 Million
Q3 2019

Nov 08, 2019

BUY
$104.8 - $120.23 $116,852 - $134,056
1,115 Added 7.07%
16,877 $1.99 Million
Q2 2019

Jul 29, 2019

SELL
$104.64 - $116.12 $130,276 - $144,569
-1,245 Reduced 7.32%
15,762 $1.76 Million
Q1 2019

Apr 30, 2019

SELL
$97.11 - $107.19 $74,192 - $81,893
-764 Reduced 4.3%
17,007 $1.72 Million
Q4 2018

Jan 30, 2019

SELL
$92.14 - $115.32 $84,768 - $106,094
-920 Reduced 4.92%
17,771 $1.74 Million
Q3 2018

Nov 09, 2018

SELL
$103.61 - $118.63 $168,055 - $192,417
-1,622 Reduced 7.99%
18,691 $0
Q2 2018

Aug 03, 2018

BUY
$103.24 - $114.29 $186,141 - $206,064
1,803 Added 9.74%
20,313 $0
Q1 2018

May 02, 2018

SELL
$107.01 - $118.77 $265,919 - $295,143
-2,485 Reduced 11.84%
18,510 $2.04 Million
Q4 2017

Feb 13, 2018

SELL
$95.86 - $107.83 $65,759 - $73,971
-686 Reduced 3.16%
20,995 $2.25 Million
Q3 2017

Nov 06, 2017

BUY
$88.42 - $95.51 $1.92 Million - $2.07 Million
21,681
21,681 $2.07 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 $623B
  • 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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