Cranbrook Wealth Management, LLC Jpmorgan Chase & CO Transaction History

Cranbrook Wealth Management, LLC

$468 Million
Q2 2025

A detailed history of Cranbrook Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Cranbrook Wealth Management, LLC holds 11,246 shares of JPM stock, worth $3.49 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

11,246

Previous 11,173 0.65%

Holding current value

$3.49 Million

Previous $2.74 Million 18.98%

% of portfolio

0.7%

Previous 0.64%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	BUY	$210.28 - $289.91 $15,350 - $21,163	73 Added 0.65%	11,246 $3.26 Million
Q1 2025 Apr 11, 2025	SELL	$225.19 - $279.95 $50,217 - $62,428	-223 Reduced 1.96%	11,173 $2.74 Million
Q4 2024 Jan 15, 2025	BUY	$205.18 - $250.29 $38,163 - $46,553	186 Added 1.66%	11,396 $2.73 Million
Q3 2024 Oct 15, 2024	BUY	$194.9 - $224.8 $460,938 - $531,652	2,365 Added 26.74%	11,210 $2.36 Million
Q2 2024 Aug 09, 2024	BUY	$180.08 - $204.79 $852,678 - $969,680	4,735 Added 115.21%	8,845 $1.79 Million
Q4 2023 Jan 24, 2024	BUY	$135.69 - $170.3 $12,890 - $16,178	95 Added 2.37%	4,110 $699,000
Q1 2023 Apr 20, 2023	BUY	$124.91 - $143.8 $147,393 - $169,684	1,180 Added 41.62%	4,015 $523,000
Q4 2022 Feb 09, 2023	SELL	$101.96 - $137.84 $4,078 - $5,513	-40 Reduced 1.39%	2,835 $380,000
Q2 2022 Jul 28, 2022	SELL	$112.61 - $135.91 $76,011 - $91,739	-675 Reduced 19.01%	2,875 $324,000
Q1 2022 May 12, 2022	SELL	$128.3 - $168.44 $8,981 - $11,790	-70 Reduced 1.93%	3,550 $484,000
Q3 2021 Nov 12, 2021	BUY	$146.97 - $166.98 $10,287 - $11,688	70 Added 1.97%	3,620 $593,000
Q2 2021 Aug 12, 2021	SELL	$147.37 - $166.44 $5,452 - $6,158	-37 Reduced 1.03%	3,550 $552,000
Q1 2021 May 06, 2021	BUY	$125.65 - $157.65 $80,290 - $100,738	639 Added 21.68%	3,587 $546,000
Q4 2020 Feb 11, 2021	BUY	$96.54 - $127.07 $10,522 - $13,850	109 Added 3.84%	2,948 $375,000
Q3 2019 Nov 13, 2019	BUY	$104.8 - $120.23 $4,716 - $5,410	45 Added 1.61%	2,839 $334,000
Q2 2018 Aug 10, 2018	SELL	$103.24 - $114.29 $37,269 - $41,258	-361 Reduced 11.44%	2,794 $291,000
Q2 2017 Aug 10, 2017	BUY	N/A	3,155	3,155 $288,000

Others Institutions Holding JPM

# of Institutions

5,340

Shares Held

2.09B

Call Options Held

28.8M

Put Options Held

30.3M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $909B
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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Cranbrook Wealth Management, LLC Jpmorgan Chase & CO Transaction History