A detailed history of Cwa Asset Management Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Cwa Asset Management Group, LLC holds 95,748 shares of JPM stock, worth $22.7 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares
95,748
Previous 93,760 2.12%
Holding current value
$22.7 Million
Previous $18.8 Million 7.46%
% of portfolio
1.09%
Previous 1.15%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024

BUY
$194.9 - $224.8 $387,461 - $446,902
1,988 Added 2.12%
95,748 $20.2 Million
Q1 2024

May 13, 2024

BUY
$167.09 - $200.3 $857,840 - $1.03 Million
5,134 Added 5.79%
93,760 $18.8 Million
Q4 2023

Feb 13, 2024

BUY
$135.69 - $170.3 $94,983 - $119,210
700 Added 0.8%
88,626 $15.1 Million
Q3 2023

Nov 14, 2023

BUY
$143.21 - $158.0 $299,595 - $330,536
2,092 Added 2.44%
87,926 $12.8 Million
Q2 2023

Jul 27, 2023

BUY
$127.47 - $145.44 $987,765 - $1.13 Million
7,749 Added 9.92%
85,834 $12.5 Million
Q1 2023

Apr 17, 2023

SELL
$124.91 - $143.8 $559,222 - $643,792
-4,477 Reduced 5.42%
78,085 $10.2 Million
Q4 2022

Jan 09, 2023

BUY
$101.96 - $137.84 $433,228 - $585,682
4,249 Added 5.43%
82,562 $0
Q3 2022

Nov 09, 2022

BUY
$20.73 - $120.58 $42,268 - $245,862
2,039 Added 2.67%
78,313 $8.18 Million
Q2 2022

Jul 21, 2022

BUY
$112.61 - $135.91 $463,390 - $559,269
4,115 Added 5.7%
76,274 $8.59 Million
Q1 2022

Apr 21, 2022

SELL
$128.3 - $168.44 $1.01 Million - $1.33 Million
-7,907 Reduced 9.88%
72,159 $9.84 Million
Q4 2021

Feb 15, 2022

SELL
$153.94 - $171.78 $2.16 Million - $2.41 Million
-14,022 Reduced 14.9%
80,066 $12.7 Million
Q3 2021

Nov 12, 2021

BUY
$146.97 - $166.98 $992,194 - $1.13 Million
6,751 Added 7.73%
94,088 $15.4 Million
Q2 2021

Aug 03, 2021

BUY
$147.37 - $166.44 $1.08 Million - $1.22 Million
7,356 Added 9.2%
87,337 $13.7 Million
Q1 2021

May 17, 2021

BUY
$125.65 - $157.65 $2.04 Million - $2.56 Million
16,213 Added 25.42%
79,981 $12.2 Million
Q4 2020

Feb 23, 2021

BUY
$96.54 - $127.07 $212,484 - $279,681
2,201 Added 3.57%
63,768 $8.1 Million
Q4 2020

Feb 09, 2021

BUY
$96.54 - $127.07 $4.87 Million - $6.41 Million
50,454 Added 454.01%
61,567 $7.82 Million
Q3 2020

Nov 13, 2020

SELL
$91.28 - $103.82 $118,481 - $134,758
-1,298 Reduced 10.46%
11,113 $1.07 Million
Q2 2020

Aug 13, 2020

SELL
$84.03 - $113.45 $134,027 - $180,952
-1,595 Reduced 11.39%
12,411 $1.17 Million
Q1 2020

May 15, 2020

SELL
$79.03 - $141.09 $153,871 - $274,702
-1,947 Reduced 12.2%
14,006 $1.26 Million
Q4 2019

Feb 14, 2020

BUY
$111.82 - $139.4 $126,132 - $157,243
1,128 Added 7.61%
15,953 $2.22 Million
Q3 2019

Nov 14, 2019

BUY
$104.8 - $120.23 $27,981 - $32,101
267 Added 1.83%
14,825 $1.74 Million
Q2 2019

Aug 13, 2019

BUY
$104.64 - $116.12 $40,914 - $45,402
391 Added 2.76%
14,558 $1.63 Million
Q1 2019

May 14, 2019

SELL
$97.11 - $107.19 $381,642 - $421,256
-3,930 Reduced 21.72%
14,167 $1.43 Million
Q4 2018

Feb 14, 2019

BUY
$92.14 - $115.32 $64,774 - $81,069
703 Added 4.04%
18,097 $1.77 Million
Q3 2018

Nov 14, 2018

BUY
$103.61 - $118.63 $187,326 - $214,483
1,808 Added 11.6%
17,394 $1.96 Million
Q2 2018

Aug 14, 2018

BUY
$103.24 - $114.29 $229,399 - $253,952
2,222 Added 16.63%
15,586 $1.62 Million
Q1 2018

May 15, 2018

BUY
$107.01 - $118.77 $379,029 - $420,683
3,542 Added 36.06%
13,364 $1.47 Million
Q4 2017

Feb 13, 2018

BUY
$95.86 - $107.83 $203,606 - $229,030
2,124 Added 27.59%
9,822 $1.05 Million
Q3 2017

Nov 13, 2017

BUY
$88.42 - $95.51 $263,933 - $285,097
2,985 Added 63.34%
7,698 $735,000
Q2 2017

Aug 10, 2017

BUY
N/A
4,713
4,713 $431,000

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 $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 ...
More about JPM
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