A detailed history of Personal Cfo Solutions, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 9,684 shares of JPM stock, worth $2.3 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
9,684
Previous 9,330 3.79%
Holding current value
$2.3 Million
Previous $1.89 Million 8.16%
% of portfolio
0.29%
Previous 0.3%

Shares

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

Nov 14, 2024

BUY
$194.9 - $224.8 $68,994 - $79,579
354 Added 3.79%
9,684 $2.04 Million
Q2 2024

Aug 09, 2024

SELL
$180.08 - $204.79 $20,529 - $23,346
-114 Reduced 1.21%
9,330 $1.89 Million
Q1 2024

May 13, 2024

BUY
$167.09 - $200.3 $67,003 - $80,320
401 Added 4.43%
9,444 $1.89 Million
Q4 2023

Feb 13, 2024

SELL
$135.69 - $170.3 $330,812 - $415,191
-2,438 Reduced 21.24%
9,043 $1.54 Million
Q3 2023

Nov 13, 2023

BUY
$143.21 - $158.0 $78,908 - $87,058
551 Added 5.04%
11,481 $1.66 Million
Q2 2023

Aug 10, 2023

BUY
$127.47 - $145.44 $184,831 - $210,888
1,450 Added 15.3%
10,930 $1.59 Million
Q1 2023

May 09, 2023

BUY
$124.91 - $143.8 $16,363 - $18,837
131 Added 1.4%
9,480 $1.24 Million
Q4 2022

Feb 14, 2023

BUY
$101.96 - $137.84 $73,921 - $99,934
725 Added 8.41%
9,349 $1.25 Million
Q3 2022

Nov 01, 2022

SELL
$20.73 - $120.58 $14,365 - $83,561
-693 Reduced 7.44%
8,624 $901,000
Q2 2022

Aug 05, 2022

BUY
$112.61 - $135.91 $101,011 - $121,911
897 Added 10.65%
9,317 $1.05 Million
Q1 2022

May 02, 2022

BUY
$128.3 - $168.44 $106,489 - $139,805
830 Added 10.94%
8,420 $1.15 Million
Q4 2021

Feb 11, 2022

BUY
$153.94 - $171.78 $80,356 - $89,669
522 Added 7.39%
7,590 $1.2 Million
Q3 2021

Nov 18, 2021

BUY
$146.97 - $166.98 $13,521 - $15,362
92 Added 1.32%
7,068 $1.16 Million
Q2 2021

Jul 22, 2021

SELL
$147.37 - $166.44 $36,989 - $41,776
-251 Reduced 3.47%
6,976 $1.09 Million
Q1 2021

Apr 21, 2021

BUY
$125.65 - $157.65 $30,909 - $38,781
246 Added 3.52%
7,227 $1.1 Million
Q4 2020

Feb 09, 2021

BUY
$96.54 - $127.07 $3,475 - $4,574
36 Added 0.52%
6,981 $887,000
Q3 2020

Nov 02, 2020

BUY
$91.28 - $103.82 $9,036 - $10,278
99 Added 1.45%
6,945 $1,000
Q2 2020

Aug 03, 2020

SELL
$84.03 - $113.45 $13,024 - $17,584
-155 Reduced 2.21%
6,846 $644,000
Q1 2020

Apr 30, 2020

SELL
$79.03 - $141.09 $474 - $846
-6 Reduced 0.09%
7,001 $630,000
Q4 2019

Feb 13, 2020

SELL
$111.82 - $139.4 $2,907 - $3,624
-26 Reduced 0.37%
7,007 $977,000
Q3 2019

Nov 13, 2019

BUY
$104.8 - $120.23 $737,058 - $845,577
7,033 New
7,033 $828,000

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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