Commonwealth Equity Services, LLC Jpmorgan Chase & CO Transaction History

Commonwealth Equity Services, LLC

$66 Billion
Q3 2024

A detailed history of Commonwealth Equity Services, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Commonwealth Equity Services, LLC holds 1,758,155 shares of JPM stock, worth $433 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

1,758,155

Previous 1,831,170 3.99%

Holding current value

$433 Million

Previous $370 Million 0.1%

% of portfolio

0.56%

Previous 0.59%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	SELL	$194.9 - $224.8 $14.2 Million - $16.4 Million	-73,015 Reduced 3.99%	1,758,155 $371 Million
Q2 2024 Jul 31, 2024	BUY	$180.08 - $204.79 $5.55 Million - $6.32 Million	30,837 Added 1.71%	1,831,170 $370 Million
Q1 2024 Apr 29, 2024	SELL	$167.09 - $200.3 $1.04 Million - $1.24 Million	-6,207 Reduced 0.34%	1,800,333 $361 Million
Q4 2023 Feb 06, 2024	SELL	$135.69 - $170.3 $1.83 Million - $2.3 Million	-13,502 Reduced 0.74%	1,806,540 $307 Million
Q3 2023 Oct 23, 2023	BUY	$143.21 - $158.0 $7.87 Million - $8.69 Million	54,969 Added 3.11%	1,820,042 $264 Million
Q2 2023 Aug 10, 2023	BUY	$127.47 - $145.44 $1.81 Million - $2.07 Million	14,229 Added 0.81%	1,765,073 $257 Million
Q1 2023 May 11, 2023	BUY	$124.91 - $143.8 $8.96 Million - $10.3 Million	71,714 Added 4.27%	1,750,844 $228 Million
Q4 2022 Feb 07, 2023	BUY	$101.96 - $137.84 $3.66 Million - $4.94 Million	35,851 Added 2.18%	1,679,130 $225 Million
Q3 2022 Nov 14, 2022	BUY	$20.73 - $120.58 $1.1 Million - $6.39 Million	53,009 Added 3.33%	1,643,279 $172 Million
Q2 2022 Jul 19, 2022	BUY	$112.61 - $135.91 $2 Million - $2.41 Million	17,724 Added 1.13%	1,590,270 $179 Million
Q1 2022 May 04, 2022	BUY	$128.3 - $168.44 $11.5 Million - $15.1 Million	89,468 Added 6.03%	1,572,546 $214 Million
Q4 2021 Jan 31, 2022	BUY	$153.94 - $171.78 $7.12 Million - $7.94 Million	46,226 Added 3.22%	1,483,078 $235 Million
Q3 2021 Oct 29, 2021	BUY	$146.97 - $166.98 $5.44 Million - $6.18 Million	37,025 Added 2.64%	1,436,852 $235 Million
Q2 2021 Aug 11, 2021	BUY	$147.37 - $166.44 $3.51 Million - $3.97 Million	23,837 Added 1.73%	1,399,827 $218 Million
Q1 2021 May 04, 2021	BUY	$125.65 - $157.65 $3.21 Million - $4.02 Million	25,512 Added 1.89%	1,375,990 $209 Million
Q4 2020 Feb 11, 2021	SELL	$96.54 - $127.07 $2.66 Million - $3.51 Million	-27,604 Reduced 2.0%	1,350,478 $172 Million
Q3 2020 Nov 05, 2020	BUY	$91.28 - $103.82 $3.54 Million - $4.02 Million	38,763 Added 2.89%	1,378,082 $133 Million
Q2 2020 Aug 12, 2020	BUY	$84.03 - $113.45 $10.9 Million - $14.8 Million	130,265 Added 10.77%	1,339,319 $126 Million
Q1 2020 May 11, 2020	BUY	$79.03 - $141.09 $7.46 Million - $13.3 Million	94,381 Added 8.47%	1,209,054 $109 Million
Q4 2019 Feb 05, 2020	BUY	$111.82 - $139.4 $5.02 Million - $6.26 Million	44,874 Added 4.19%	1,114,673 $155 Million
Q3 2019 Oct 30, 2019	BUY	$104.8 - $120.23 $1.28 Million - $1.47 Million	12,253 Added 1.16%	1,069,799 $126 Million
Q2 2019 Jul 19, 2019	BUY	$104.64 - $116.12 $5.63 Million - $6.25 Million	53,812 Added 5.36%	1,057,546 $118 Million
Q1 2019 May 13, 2019	BUY	$97.11 - $107.19 $5.05 Million - $5.57 Million	51,977 Added 5.46%	1,003,734 $102 Million
Q4 2018 Feb 11, 2019	BUY	$92.14 - $115.32 $6.62 Million - $8.28 Million	71,827 Added 8.16%	951,757 $92.9 Million
Q3 2018 Nov 06, 2018	BUY	$103.61 - $118.63 $4.36 Million - $5 Million	42,129 Added 5.03%	879,930 $99.3 Million
Q2 2018 Jul 31, 2018	BUY	$103.24 - $114.29 $4.01 Million - $4.44 Million	38,817 Added 4.86%	837,801 $87.3 Million
Q1 2018 May 14, 2018	BUY	$107.01 - $118.77 $2.41 Million - $2.67 Million	22,519 Added 2.9%	798,984 $87.9 Million
Q4 2017 Feb 12, 2018	BUY	$95.86 - $107.83 $74.4 Million - $83.7 Million	776,465	776,465 $83 Million

Others Institutions Holding JPM

# of Institutions

4,614

Shares Held

1.96B

Call Options Held

29.8M

Put Options Held

35.7M

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About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $722B
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 ...

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Commonwealth Equity Services, LLC Jpmorgan Chase & CO Transaction History