Cumberland Partners LTD Jpmorgan Chase & CO Transaction History

Cumberland Partners LTD

$1.33 Billion
Q3 2024

A detailed history of Cumberland Partners LTD transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Cumberland Partners LTD holds 1,700 shares of JPM stock, worth $403,920. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,700

Previous 1,905 10.76%

Holding current value

$403,920

Previous $385,000 7.01%

% of portfolio

0.03%

Previous 0.03%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	SELL	$194.9 - $224.8 $39,954 - $46,084	-205 Reduced 10.76%	1,700 $358,000
Q2 2024 Aug 13, 2024	SELL	$180.08 - $204.79 $57,265 - $65,123	-318 Reduced 14.3%	1,905 $385,000
Q1 2024 May 09, 2024	BUY	$167.09 - $200.3 $371,441 - $445,266	2,223 New	2,223 $445,000
Q2 2022 Aug 10, 2022	SELL	$112.61 - $135.91 $19.4 Million - $23.4 Million	-172,420 Closed	0 $0
Q1 2022 May 10, 2022	SELL	$128.3 - $168.44 $7.08 Million - $9.29 Million	-55,178 Reduced 24.24%	172,420 $23.5 Million
Q4 2021 Feb 10, 2022	SELL	$153.94 - $171.78 $2.92 Million - $3.26 Million	-18,950 Reduced 7.69%	227,598 $36 Million
Q3 2021 Nov 10, 2021	SELL	$146.97 - $166.98 $695,902 - $790,650	-4,735 Reduced 1.88%	246,548 $40.4 Million
Q2 2021 Aug 09, 2021	SELL	$147.37 - $166.44 $346,466 - $391,300	-2,351 Reduced 0.93%	251,283 $39.1 Million
Q1 2021 May 11, 2021	SELL	$125.65 - $157.65 $1.6 Million - $2.01 Million	-12,731 Reduced 4.78%	253,634 $38.6 Million
Q4 2020 Feb 11, 2021	SELL	$96.54 - $127.07 $4.63 Million - $6.1 Million	-47,998 Reduced 15.27%	266,365 $33.8 Million
Q3 2020 Nov 03, 2020	BUY	$91.28 - $103.82 $4.02 Million - $4.57 Million	44,024 Added 16.28%	314,363 $30.3 Million
Q2 2020 Aug 04, 2020	BUY	$84.03 - $113.45 $625,519 - $844,521	7,444 Added 2.83%	270,339 $25.4 Million
Q1 2020 May 13, 2020	SELL	$79.03 - $141.09 $2.33 Million - $4.16 Million	-29,502 Reduced 10.09%	262,895 $23.7 Million
Q4 2019 Feb 07, 2020	SELL	$111.82 - $139.4 $752,660 - $938,301	-6,731 Reduced 2.25%	292,397 $40.8 Million
Q3 2019 Nov 13, 2019	SELL	$104.8 - $120.23 $10.3 Million - $11.8 Million	-97,926 Reduced 24.66%	299,128 $35.2 Million
Q2 2019 Aug 08, 2019	SELL	$104.64 - $116.12 $1.63 Million - $1.81 Million	-15,560 Reduced 3.77%	397,054 $44.4 Million
Q1 2019 May 15, 2019	SELL	$97.11 - $107.19 $2.81 Million - $3.11 Million	-28,980 Reduced 6.56%	412,614 $41.8 Million
Q4 2018 Feb 13, 2019	SELL	$92.14 - $115.32 $1.15 Million - $1.44 Million	-12,478 Reduced 2.75%	441,594 $43.1 Million
Q3 2018 Nov 15, 2018	SELL	$103.61 - $118.63 $790,026 - $904,553	-7,625 Reduced 1.65%	454,072 $51.2 Million
Q2 2018 Aug 09, 2018	BUY	$103.24 - $114.29 $4.17 Million - $4.62 Million	40,385 Added 9.59%	461,697 $48.1 Million
Q1 2018 May 10, 2018	SELL	$107.01 - $118.77 $357,413 - $396,691	-3,340 Reduced 0.79%	421,312 $46.3 Million
Q4 2017 Feb 06, 2018	BUY	$95.86 - $107.83 $489,077 - $550,148	5,102 Added 1.22%	424,652 $45.4 Million
Q3 2017 Oct 31, 2017	BUY	$88.42 - $95.51 $37.1 Million - $40.1 Million	419,550	419,550 $40.1 Million

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 Partners LTD Jpmorgan Chase & CO Transaction History