A detailed history of Caldwell Sutter Capital, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Caldwell Sutter Capital, Inc. holds 10,110 shares of JPM stock, worth $2.7 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares
10,110
Previous 9,398 7.58%
Holding current value
$2.7 Million
Previous $1.98 Billion 22.3%
% of portfolio
1.13%
Previous 0.92%

Shares

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

Jan 17, 2025

BUY
$205.18 - $250.29 $146,088 - $178,206
712 Added 7.58%
10,110 $2.42 Billion
Q3 2024

Oct 25, 2024

SELL
$194.9 - $224.8 $25,921 - $29,898
-133 Reduced 1.4%
9,398 $1.98 Billion
Q2 2024

Jul 22, 2024

BUY
$180.08 - $204.79 $93,101 - $105,876
517 Added 5.74%
9,531 $1.93 Billion
Q1 2024

Apr 19, 2024

SELL
$167.09 - $200.3 $27,402 - $32,849
-164 Reduced 1.79%
9,014 $1.81 Billion
Q4 2023

Jan 19, 2024

SELL
$135.69 - $170.3 $8,819 - $11,069
-65 Reduced 0.7%
9,178 $1.56 Billion
Q3 2023

Oct 25, 2023

SELL
$143.21 - $158.0 $50,266 - $55,458
-351 Reduced 3.66%
9,243 $1.34 Billion
Q2 2023

Jul 19, 2023

BUY
$127.47 - $145.44 $424,602 - $484,460
3,331 Added 53.19%
9,594 $1.4 Billion
Q1 2023

Apr 25, 2023

BUY
$124.91 - $143.8 $292,539 - $336,779
2,342 Added 59.73%
6,263 $816 Million
Q4 2022

Feb 10, 2023

BUY
$101.96 - $137.84 $399,785 - $540,470
3,921 New
3,921 $526 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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