A detailed history of Cws Financial Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Cws Financial Advisors, LLC holds 4,544 shares of JPM stock, worth $959,783. This represents 0.37% of its overall portfolio holdings.

Number of Shares
4,544
Previous 4,561 0.37%
Holding current value
$959,783
Previous $913,000 0.66%
% of portfolio
0.37%
Previous 0.38%

Shares

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

Jul 31, 2024

SELL
$180.08 - $204.79 $3,061 - $3,481
-17 Reduced 0.37%
4,544 $919,000
Q1 2024

May 01, 2024

SELL
$167.09 - $200.3 $277,202 - $332,297
-1,659 Reduced 26.67%
4,561 $913,000
Q4 2023

Feb 08, 2024

SELL
$135.69 - $170.3 $49,391 - $61,989
-364 Reduced 5.53%
6,220 $1.06 Million
Q3 2023

Nov 14, 2023

BUY
$143.21 - $158.0 $286 - $316
2 Added 0.03%
6,584 $954,000
Q2 2023

Aug 14, 2023

BUY
$127.47 - $145.44 $14,021 - $15,998
110 Added 1.7%
6,582 $957,000
Q1 2023

May 09, 2023

BUY
$124.91 - $143.8 $42,594 - $49,035
341 Added 5.56%
6,472 $843,000
Q4 2022

Feb 10, 2023

SELL
$101.96 - $137.84 $43,027 - $58,168
-422 Reduced 6.44%
6,131 $822,000
Q3 2022

Nov 09, 2022

SELL
$20.73 - $120.58 $16,584 - $96,464
-800 Reduced 10.88%
6,553 $685,000
Q2 2022

Aug 08, 2022

BUY
$112.61 - $135.91 $54,278 - $65,508
482 Added 7.01%
7,353 $828,000
Q1 2022

May 03, 2022

BUY
$128.3 - $168.44 $21,297 - $27,961
166 Added 2.48%
6,871 $937,000
Q4 2021

Feb 15, 2022

BUY
$153.94 - $171.78 $72,043 - $80,393
468 Added 7.5%
6,705 $1.06 Million
Q2 2021

Aug 06, 2021

BUY
$147.37 - $166.44 $15,621 - $17,642
106 Added 1.73%
6,237 $970,000
Q1 2021

May 13, 2021

BUY
$125.65 - $157.65 $376 - $472
3 Added 0.05%
6,131 $933,000
Q4 2020

Feb 12, 2021

BUY
$96.54 - $127.07 $193 - $254
2 Added 0.03%
6,128 $779,000
Q3 2020

Nov 10, 2020

SELL
$91.28 - $103.82 $182 - $207
-2 Reduced 0.03%
6,126 $590,000
Q2 2020

Aug 11, 2020

BUY
$84.03 - $113.45 $97,474 - $131,602
1,160 Added 23.35%
6,128 $576,000
Q4 2019

Feb 14, 2020

BUY
$111.82 - $139.4 $555,521 - $692,539
4,968 New
4,968 $693,000

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 $620B
  • 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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