A detailed history of Cx Institutional transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Cx Institutional holds 20,612 shares of JPM stock, worth $4.53 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
20,612
Previous 22,009 6.35%
Holding current value
$4.53 Million
Previous $4.45 Million 2.4%
% of portfolio
0.19%
Previous 0.21%

Shares

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

Oct 11, 2024

SELL
$194.9 - $224.8 $272,275 - $314,045
-1,397 Reduced 6.35%
20,612 $4.34 Million
Q2 2024

Jul 11, 2024

SELL
$180.08 - $204.79 $266,518 - $303,089
-1,480 Reduced 6.3%
22,009 $4.45 Million
Q1 2024

Apr 15, 2024

SELL
$167.09 - $200.3 $2.68 Million - $3.21 Million
-16,020 Reduced 40.55%
23,489 $4.7 Million
Q4 2023

Jan 12, 2024

BUY
$135.69 - $170.3 $34,465 - $43,256
254 Added 0.65%
39,509 $6.72 Million
Q3 2023

Oct 17, 2023

BUY
$143.21 - $158.0 $2.83 Million - $3.12 Million
19,729 Added 101.04%
39,255 $5.69 Million
Q2 2023

Jul 26, 2023

BUY
$127.47 - $145.44 $185,341 - $211,469
1,454 Added 8.05%
19,526 $2.84 Million
Q1 2023

May 04, 2023

BUY
$124.91 - $143.8 $423,944 - $488,057
3,394 Added 23.12%
18,072 $2.35 Million
Q4 2022

Feb 03, 2023

BUY
$101.96 - $137.84 $330,248 - $446,463
3,239 Added 28.32%
14,678 $1.97 Million
Q3 2022

Nov 04, 2022

SELL
$20.73 - $120.58 $435 - $2,532
-21 Reduced 0.18%
11,439 $1.2 Million
Q2 2022

Aug 02, 2022

SELL
$112.61 - $135.91 $67,903 - $81,953
-603 Reduced 5.0%
11,460 $1.29 Million
Q1 2022

May 09, 2022

BUY
$128.3 - $168.44 $54,655 - $71,755
426 Added 3.66%
12,063 $1.64 Million
Q4 2021

Jan 18, 2022

SELL
$153.94 - $171.78 $3,848 - $4,294
-25 Reduced 0.21%
11,637 $1.84 Million
Q3 2021

Nov 10, 2021

SELL
$146.97 - $166.98 $57,612 - $65,456
-392 Reduced 3.25%
11,662 $1.91 Million
Q2 2021

Aug 04, 2021

SELL
$147.37 - $166.44 $93,137 - $105,190
-632 Reduced 4.98%
12,054 $1.88 Million
Q1 2021

Apr 15, 2021

SELL
$125.65 - $157.65 $2.65 Million - $3.32 Million
-21,051 Reduced 62.4%
12,686 $1.93 Million
Q4 2020

Jan 12, 2021

SELL
$96.54 - $127.07 $87,658 - $115,379
-908 Reduced 2.62%
33,737 $4.29 Million
Q3 2020

Oct 13, 2020

BUY
$91.28 - $103.82 $393,690 - $447,775
4,313 Added 14.22%
34,645 $3.34 Million
Q2 2020

Aug 06, 2020

BUY
$84.03 - $113.45 $355,026 - $479,326
4,225 Added 16.18%
30,332 $2.85 Million
Q1 2020

Apr 29, 2020

BUY
$79.03 - $141.09 $1.3 Million - $2.32 Million
16,462 Added 170.68%
26,107 $2.35 Million
Q4 2019

Jan 21, 2020

BUY
$111.82 - $139.4 $35,894 - $44,747
321 Added 3.44%
9,645 $1.35 Million
Q3 2019

Oct 10, 2019

SELL
$104.8 - $120.23 $1.22 Million - $1.4 Million
-11,633 Reduced 55.51%
9,324 $1.1 Million
Q2 2019

Jul 17, 2019

BUY
$104.64 - $116.12 $1.11 Million - $1.23 Million
10,568 Added 101.72%
20,957 $2.34 Million
Q1 2019

Apr 03, 2019

BUY
$97.11 - $107.19 $31,463 - $34,729
324 Added 3.22%
10,389 $1.05 Million
Q4 2018

Jan 14, 2019

BUY
$92.14 - $115.32 $869,433 - $1.09 Million
9,436 Added 1500.16%
10,065 $983,000
Q2 2018

Jul 12, 2018

BUY
$103.24 - $114.29 $41,296 - $45,716
400 Added 174.67%
629 $66,000
Q2 2018

Jul 12, 2018

BUY
$103.24 - $114.29 $23,641 - $26,172
229 New
229 $25,000

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 $645B
  • 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
Track This Portfolio

Track Cx Institutional Portfolio

Follow Cx Institutional and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cx Institutional, based on Form 13F filings with the SEC.

News

Stay updated on Cx Institutional with notifications on news.