A detailed history of Creative Financial Designs Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Creative Financial Designs Inc holds 5,226 shares of JPM stock, worth $1.1 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
5,226
Previous 4,648 12.44%
Holding current value
$1.1 Million
Previous $930,000 13.66%
% of portfolio
0.1%
Previous 0.09%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024

BUY
$180.08 - $204.79 $104,086 - $118,368
578 Added 12.44%
5,226 $1.06 Million
Q1 2024

May 01, 2024

SELL
$167.09 - $200.3 $284,053 - $340,510
-1,700 Reduced 26.78%
4,648 $930,000
Q4 2023

Jan 10, 2024

SELL
$135.69 - $170.3 $32,294 - $40,531
-238 Reduced 3.61%
6,348 $1.08 Million
Q3 2023

Nov 14, 2023

BUY
$143.21 - $158.0 $43,965 - $48,506
307 Added 4.89%
6,586 $955,000
Q2 2023

Jul 26, 2023

SELL
$127.47 - $145.44 $49,713 - $56,721
-390 Reduced 5.85%
6,279 $913,000
Q1 2023

Apr 25, 2023

SELL
$124.91 - $143.8 $164,631 - $189,528
-1,318 Reduced 16.5%
6,669 $869,000
Q4 2022

Feb 01, 2023

BUY
$101.96 - $137.84 $2,549 - $3,446
25 Added 0.31%
7,987 $1.07 Million
Q3 2022

Nov 01, 2022

BUY
$20.73 - $120.58 $43,491 - $252,976
2,098 Added 35.78%
7,962 $832,000
Q2 2022

Aug 01, 2022

BUY
$112.61 - $135.91 $55,516 - $67,003
493 Added 9.18%
5,864 $660,000
Q1 2022

Apr 15, 2022

SELL
$128.3 - $168.44 $756,200 - $992,785
-5,894 Reduced 52.32%
5,371 $732,000
Q4 2021

Jan 26, 2022

BUY
$153.94 - $171.78 $188,576 - $210,430
1,225 Added 12.2%
11,265 $1.78 Million
Q3 2021

Oct 08, 2021

BUY
$146.97 - $166.98 $84,801 - $96,347
577 Added 6.1%
10,040 $1.64 Million
Q2 2021

Jul 27, 2021

BUY
$147.37 - $166.44 $458,762 - $518,127
3,113 Added 49.02%
9,463 $1.47 Million
Q1 2021

Apr 19, 2021

BUY
$125.65 - $157.65 $136,330 - $171,050
1,085 Added 20.61%
6,350 $967,000
Q4 2020

Jan 08, 2021

BUY
$96.54 - $127.07 $31,278 - $41,170
324 Added 6.56%
5,265 $669,000
Q3 2020

Oct 06, 2020

BUY
$91.28 - $103.82 $173,979 - $197,880
1,906 Added 62.8%
4,941 $476,000
Q2 2020

Jul 23, 2020

BUY
$84.03 - $113.45 $154,531 - $208,634
1,839 Added 153.76%
3,035 $286,000
Q1 2020

Apr 22, 2020

BUY
$79.03 - $141.09 $3,082 - $5,502
39 Added 3.37%
1,196 $108,000
Q4 2019

Jan 17, 2020

SELL
$111.82 - $139.4 $30,079 - $37,498
-269 Reduced 18.86%
1,157 $163,000
Q3 2019

Oct 23, 2019

BUY
$104.8 - $120.23 $46,216 - $53,021
441 Added 44.77%
1,426 $161,000
Q2 2019

Aug 07, 2019

BUY
$104.64 - $116.12 $8,789 - $9,754
84 Added 9.32%
985 $111,000
Q1 2019

Apr 23, 2019

BUY
$97.11 - $107.19 $77,785 - $85,859
801 Added 801.0%
901 $91,000
Q4 2018

Jan 24, 2019

SELL
$92.14 - $115.32 $9,951 - $12,454
-108 Reduced 51.92%
100 $10,000
Q3 2018

Nov 02, 2018

SELL
$103.61 - $118.63 $71,801 - $82,210
-693 Reduced 76.91%
208 $23,000
Q2 2018

Jul 13, 2018

SELL
$103.24 - $114.29 $25,603 - $28,343
-248 Reduced 21.58%
901 $94,000
Q1 2018

May 02, 2018

SELL
$107.01 - $118.77 $10,165 - $11,283
-95 Reduced 7.64%
1,149 $126,000
Q4 2017

May 02, 2018

SELL
$95.86 - $107.83 $169,288 - $190,427
-1,766 Reduced 58.67%
1,244 $133,000
Q3 2017

May 02, 2018

SELL
$88.42 - $95.51 $26,614 - $28,748
-301 Reduced 9.09%
3,010 $288,000
Q2 2017

May 02, 2018

SELL
N/A
-991 Reduced 23.04%
3,311 $303,000
Q1 2017

May 02, 2018

BUY
N/A
88 Added 2.09%
4,302 $378,000
Q4 2016

Mar 14, 2018

BUY
N/A
4,214
4,214 $364,000

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 $617B
  • 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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