A detailed history of Cottonwood Capital Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Cottonwood Capital Advisors, LLC holds 3,489 shares of JPM stock, worth $766,812. This represents 0.58% of its overall portfolio holdings.

Number of Shares
3,489
Previous 3,614 3.46%
Holding current value
$766,812
Previous $730,000 0.68%
% of portfolio
0.58%
Previous 0.61%

Shares

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

Nov 04, 2024

SELL
$194.9 - $224.8 $24,362 - $28,100
-125 Reduced 3.46%
3,489 $735,000
Q2 2024

Jul 16, 2024

SELL
$180.08 - $204.79 $89,139 - $101,371
-495 Reduced 12.05%
3,614 $730,000
Q1 2024

Apr 26, 2024

SELL
$167.09 - $200.3 $28,071 - $33,650
-168 Reduced 3.93%
4,109 $823,000
Q4 2023

Feb 09, 2024

BUY
$135.69 - $170.3 $22,931 - $28,780
169 Added 4.11%
4,277 $727,000
Q3 2023

Nov 03, 2023

BUY
$143.21 - $158.0 $5,585 - $6,162
39 Added 0.96%
4,108 $595,000
Q2 2023

Aug 04, 2023

SELL
$127.47 - $145.44 $15,806 - $18,034
-124 Reduced 2.96%
4,069 $591,000
Q1 2023

May 05, 2023

BUY
$124.91 - $143.8 $624 - $719
5 Added 0.12%
4,193 $546,000
Q4 2022

Feb 06, 2023

SELL
$101.96 - $137.84 $14,274 - $19,297
-140 Reduced 3.23%
4,188 $561,000
Q3 2022

Nov 01, 2022

SELL
$20.73 - $120.58 $41 - $241
-2 Reduced 0.05%
4,328 $452,000
Q2 2022

Jul 27, 2022

SELL
$112.61 - $135.91 $3,490 - $4,213
-31 Reduced 0.71%
4,330 $488,000
Q1 2022

Apr 18, 2022

SELL
$128.3 - $168.44 $26,558 - $34,867
-207 Reduced 4.53%
4,361 $594,000
Q4 2021

Jan 28, 2022

BUY
$153.94 - $171.78 $703,197 - $784,691
4,568 New
4,568 $723,000

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 $645B
  • 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 Cottonwood Capital Advisors, LLC Portfolio

Follow Cottonwood Capital Advisors, LLC 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 Cottonwood Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cottonwood Capital Advisors, LLC with notifications on news.