A detailed history of Comprehensive Financial Consultants Institutional, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Comprehensive Financial Consultants Institutional, Inc. holds 33,242 shares of JPM stock, worth $8.3 Million. This represents 2.7% of its overall portfolio holdings.

Number of Shares
33,242
Previous 33,323 0.24%
Holding current value
$8.3 Million
Previous $6.74 Million 3.96%
% of portfolio
2.7%
Previous 2.77%

Shares

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

Oct 31, 2024

SELL
$194.9 - $224.8 $15,786 - $18,208
-81 Reduced 0.24%
33,242 $7.01 Million
Q2 2024

Jul 17, 2024

BUY
$180.08 - $204.79 $285,786 - $325,001
1,587 Added 5.0%
33,323 $6.74 Million
Q1 2024

May 02, 2024

SELL
$167.09 - $200.3 $102,593 - $122,984
-614 Reduced 1.9%
31,736 $6.36 Million
Q4 2023

Jan 24, 2024

BUY
$135.69 - $170.3 $192,679 - $241,826
1,420 Added 4.59%
32,350 $5.5 Million
Q3 2023

Nov 13, 2023

BUY
$143.21 - $158.0 $226,271 - $249,640
1,580 Added 5.38%
30,930 $4.49 Million
Q2 2023

Jul 24, 2023

BUY
$127.47 - $145.44 $135,500 - $154,602
1,063 Added 3.76%
29,350 $4.27 Million
Q1 2023

Apr 19, 2023

BUY
$124.91 - $143.8 $177,372 - $204,196
1,420 Added 5.29%
28,287 $3.69 Million
Q4 2022

Jan 30, 2023

BUY
$101.96 - $137.84 $105,324 - $142,388
1,033 Added 4.0%
26,867 $3.6 Million
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $49,689 - $289,030
2,397 Added 10.23%
25,834 $2.99 Million
Q2 2022

Aug 09, 2022

BUY
$112.61 - $135.91 $15,765 - $19,027
140 Added 0.6%
23,437 $2.65 Million
Q1 2022

May 11, 2022

BUY
$128.3 - $168.44 $164,352 - $215,771
1,281 Added 5.82%
23,297 $2.88 Million
Q4 2021

Mar 10, 2022

BUY
$153.94 - $171.78 $3.39 Million - $3.78 Million
22,016 New
22,016 $3.26 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 $733B
  • 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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