Cumberland Advisors Inc Jpmorgan Chase & CO Transaction History

Cumberland Advisors Inc

$252 Million
Q3 2024

A detailed history of Cumberland Advisors Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Cumberland Advisors Inc holds 1,350 shares of JPM stock, worth $320,760. This represents 0.11% of its overall portfolio holdings.

Number of Shares

1,350

Previous 1,510 10.6%

Holding current value

$320,760

Previous $305,000 6.89%

% of portfolio

0.11%

Previous 0.12%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$194.9 - $224.8 $31,184 - $35,968	-160 Reduced 10.6%	1,350 $284,000
Q2 2024 Jul 10, 2024	SELL	$180.08 - $204.79 $2.73 Million - $3.11 Million	-15,180 Reduced 90.95%	1,510 $305,000
Q1 2024 Apr 15, 2024	BUY	$167.09 - $200.3 $73,519 - $88,132	440 Added 2.71%	16,690 $3.34 Million
Q4 2023 Jan 29, 2024	SELL	$135.69 - $170.3 $23,067 - $28,951	-170 Reduced 1.04%	16,250 $2.76 Million
Q3 2023 Oct 23, 2023	SELL	$143.21 - $158.0 $48,691 - $53,720	-340 Reduced 2.03%	16,420 $2.38 Million
Q2 2023 Jul 24, 2023	SELL	$127.47 - $145.44 $1.66 Million - $1.89 Million	-13,010 Reduced 43.7%	16,760 $2.44 Million
Q1 2023 Apr 28, 2023	BUY	$124.91 - $143.8 $8,743 - $10,066	70 Added 0.24%	29,770 $3.88 Million
Q4 2022 Jan 30, 2023	SELL	$101.96 - $137.84 $1.83 Million - $2.47 Million	-17,915 Reduced 37.62%	29,700 $3.98 Million
Q3 2022 Oct 24, 2022	SELL	$20.73 - $120.58 $4,146 - $24,116	-200 Reduced 0.42%	47,615 $4.98 Million
Q2 2022 Jul 20, 2022	SELL	$112.61 - $135.91 $520,821 - $628,583	-4,625 Reduced 8.82%	47,815 $5.38 Million
Q1 2022 Apr 19, 2022	SELL	$128.3 - $168.44 $5,132 - $6,737	-40 Reduced 0.08%	52,440 $7.15 Million
Q4 2021 Jan 27, 2022	BUY	$153.94 - $171.78 $408,710 - $456,075	2,655 Added 5.33%	52,480 $8.31 Million
Q3 2021 Oct 26, 2021	BUY	$146.97 - $166.98 $54,378 - $61,782	370 Added 0.75%	49,825 $8.16 Million
Q2 2021 Jul 12, 2021	BUY	$147.37 - $166.44 $1.19 Million - $1.35 Million	8,105 Added 19.6%	49,455 $7.69 Million
Q1 2021 Apr 20, 2021	BUY	$125.65 - $157.65 $233,709 - $293,229	1,860 Added 4.71%	41,350 $6.3 Million
Q4 2020 Jan 20, 2021	BUY	$96.54 - $127.07 $3.81 Million - $5.02 Million	39,490 New	39,490 $5.02 Million
Q1 2020 Apr 27, 2020	SELL	$79.03 - $141.09 $209,429 - $373,888	-2,650 Closed	0 $0
Q1 2019 Apr 02, 2019	SELL	$97.11 - $107.19 $4,758 - $5,252	-49 Reduced 1.82%	2,650 $268,000
Q4 2018 Jan 08, 2019	BUY	$92.14 - $115.32 $248,685 - $311,248	2,699 New	2,699 $263,000

Others Institutions Holding JPM

# of Institutions

4,616

Shares Held

1.95B

Call Options Held

29.8M

Put Options Held

35.7M

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 $697B
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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Cumberland Advisors Inc Jpmorgan Chase & CO Transaction History