A detailed history of Clear Point Advisors Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Clear Point Advisors Inc. holds 1,224 shares of JPM stock, worth $327,175. This represents 0.25% of its overall portfolio holdings.

Number of Shares
1,224
Previous 1,235 0.89%
Holding current value
$327,175
Previous $261 Million 12.64%
% of portfolio
0.25%
Previous 0.2%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025

SELL
$205.18 - $250.29 $2,256 - $2,753
-11 Reduced 0.89%
1,224 $293 Million
Q3 2024

Nov 08, 2024

BUY
$194.9 - $224.8 $389 - $449
2 Added 0.16%
1,235 $261 Million
Q2 2024

Aug 14, 2024

BUY
$180.08 - $204.79 $540 - $614
3 Added 0.24%
1,233 $249 Million
Q1 2024

May 15, 2024

SELL
$167.09 - $200.3 $2,339 - $2,804
-14 Reduced 1.13%
1,230 $246 Million
Q4 2023

May 15, 2024

BUY
$135.69 - $170.3 $168,798 - $211,853
1,244 New
1,244 $212 Million

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 $784B
  • 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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