Csm Advisors, LLC Jpmorgan Chase & CO Transaction History

Csm Advisors, LLC

$1.52 Billion
Q1 2024

A detailed history of Csm Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Csm Advisors, LLC holds 101,741 shares of JPM stock, worth $20.8 Million. This represents 1.34% of its overall portfolio holdings.

Number of Shares

101,741

Previous 99,771 1.97%

Holding current value

$20.8 Million

Previous $17 Million 20.08%

% of portfolio

1.34%

Previous 1.22%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	BUY	$167.09 - $200.3 $329,167 - $394,591	1,970 Added 1.97%	101,741 $20.4 Million
Q4 2023 Feb 14, 2024	SELL	$135.69 - $170.3 $235,829 - $295,981	-1,738 Reduced 1.71%	99,771 $17 Million
Q3 2023 Nov 13, 2023	SELL	$143.21 - $158.0 $234,864 - $259,120	-1,640 Reduced 1.59%	101,509 $14.7 Million
Q2 2023 Aug 14, 2023	SELL	$127.47 - $145.44 $527,725 - $602,121	-4,140 Reduced 3.86%	103,149 $15 Million
Q1 2023 May 15, 2023	BUY	$124.91 - $143.8 $961,682 - $1.11 Million	7,699 Added 7.73%	107,289 $14 Million

Q4 2022 Feb 14, 2023	BUY	$101.96 - $137.84 $178,430 - $241,220	1,750 Added 1.79%	99,590 $13.4 Million
Q3 2022 Nov 14, 2022	SELL	$20.73 - $120.58 $235,907 - $1.37 Million	-11,380 Reduced 10.42%	97,840 $10.2 Million
Q2 2022 Aug 11, 2022	BUY	$112.61 - $135.91 $147,519 - $178,042	1,310 Added 1.21%	109,220 $12.3 Million
Q1 2022 May 16, 2022	SELL	$128.3 - $168.44 $1.34 Million - $1.77 Million	-10,480 Reduced 8.85%	107,910 $14.7 Million
Q4 2021 Feb 09, 2022	SELL	$153.94 - $171.78 $56,957 - $63,558	-370 Reduced 0.31%	118,390 $18.8 Million
Q3 2021 Nov 15, 2021	BUY	$146.97 - $166.98 $44,091 - $50,094	300 Added 0.25%	118,760 $19.4 Million
Q2 2021 Aug 16, 2021	SELL	$147.37 - $166.44 $1.6 Million - $1.8 Million	-10,840 Reduced 8.38%	118,460 $18.4 Million
Q1 2021 May 21, 2021	BUY	$125.65 - $157.65 $16.2 Million - $20.4 Million	129,300 New	129,300 $19.7 Million

Others Institutions Holding JPM

# of Institutions

4,423

Shares Held

1.98B

Call Options Held

35.5M

Put Options Held

32.6M

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 $601B
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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