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 31,736 shares of JPM stock, worth $6.42 Million. This represents 2.75% of its overall portfolio holdings.

Number of Shares
31,736
Previous 32,350 1.9%
Holding current value
$6.42 Million
Previous $5.5 Million 15.52%
% of portfolio
2.75%
Previous 2.59%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $593B
  • 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

Track Comprehensive Financial Consultants Institutional, Inc. Portfolio

Follow Comprehensive Financial Consultants Institutional, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Comprehensive Financial Consultants Institutional, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Comprehensive Financial Consultants Institutional, Inc. with notifications on news.