Cambridge Advisors Inc. Jpmorgan Chase & CO Transaction History

Cambridge Advisors Inc.

$446 Million
Q3 2024

A detailed history of Cambridge Advisors Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Cambridge Advisors Inc. holds 5,506 shares of JPM stock, worth $1.24 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

5,506

Previous 5,473 0.6%

Holding current value

$1.24 Million

Previous $1.11 Million 4.88%

% of portfolio

0.26%

Previous 0.26%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	BUY	$194.9 - $224.8 $6,431 - $7,418	33 Added 0.6%	5,506 $1.16 Million
Q2 2024 Jul 11, 2024	BUY	$180.08 - $204.79 $1,620 - $1,843	9 Added 0.16%	5,473 $1.11 Million
Q1 2024 Apr 16, 2024	BUY	$167.09 - $200.3 $5,012 - $6,009	30 Added 0.55%	5,464 $1.09 Million
Q4 2023 Jan 16, 2024	BUY	$135.69 - $170.3 $135 - $170	1 Added 0.02%	5,434 $924,000
Q2 2023 Jul 13, 2023	SELL	$127.47 - $145.44 $514,723 - $587,286	-4,038 Reduced 42.64%	5,433 $790,000
Q1 2023 Apr 13, 2023	BUY	$124.91 - $143.8 $5,121 - $5,895	41 Added 0.43%	9,471 $1.23 Million
Q4 2022 Jan 23, 2023	BUY	$101.96 - $137.84 $13,356 - $18,057	131 Added 1.41%	9,430 $0
Q3 2022 Oct 17, 2022	BUY	$20.73 - $120.58 $51,596 - $300,123	2,489 Added 36.55%	9,299 $972,000
Q2 2022 Jul 18, 2022	SELL	$112.61 - $135.91 $28,828 - $34,792	-256 Reduced 3.62%	6,810 $767,000
Q1 2022 May 05, 2022	BUY	$128.3 - $168.44 $55,682 - $73,102	434 Added 6.54%	7,066 $963,000
Q4 2021 Jan 14, 2022	BUY	$153.94 - $171.78 $4,464 - $4,981	29 Added 0.44%	6,632 $1.05 Million
Q3 2021 Oct 19, 2021	BUY	$146.97 - $166.98 $3,380 - $3,840	23 Added 0.35%	6,603 $1.08 Million
Q1 2021 Apr 22, 2021	BUY	$125.65 - $157.65 $125 - $157	1 Added 0.02%	6,580 $1 Million
Q4 2020 Jan 25, 2021	SELL	$96.54 - $127.07 $10,233 - $13,469	-106 Reduced 1.59%	6,579 $836,000
Q3 2020 Oct 15, 2020	BUY	$91.28 - $103.82 $91 - $103	1 Added 0.01%	6,685 $644,000
Q2 2020 Jul 17, 2020	SELL	$84.03 - $113.45 $193,269 - $260,935	-2,300 Reduced 25.6%	6,684 $629,000
Q1 2020 Apr 21, 2020	BUY	$79.03 - $141.09 $70,810 - $126,416	896 Added 11.08%	8,984 $809,000
Q4 2019 Jan 28, 2020	BUY	$111.82 - $139.4 $2,907 - $3,624	26 Added 0.32%	8,088 $1.13 Million
Q3 2019 Oct 25, 2019	BUY	$104.8 - $120.23 $2,620 - $3,005	25 Added 0.31%	8,062 $949,000
Q2 2019 Jul 26, 2019	SELL	$104.64 - $116.12 $145,658 - $161,639	-1,392 Reduced 14.76%	8,037 $899,000
Q1 2019 Apr 16, 2019	SELL	$97.11 - $107.19 $21,558 - $23,796	-222 Reduced 2.3%	9,429 $954,000
Q4 2018 Jan 29, 2019	BUY	$92.14 - $115.32 $253,753 - $317,591	2,754 Added 39.93%	9,651 $942,000
Q3 2018 Oct 24, 2018	SELL	$103.61 - $118.63 $253,740 - $290,524	-2,449 Reduced 26.2%	6,897 $778,000
Q2 2018 Jul 30, 2018	BUY	$103.24 - $114.29 $2,477 - $2,742	24 Added 0.26%	9,346 $974,000
Q1 2018 Apr 18, 2018	SELL	$107.01 - $118.77 $5,029 - $5,582	-47 Reduced 0.5%	9,322 $1.03 Million
Q4 2017 Jan 26, 2018	BUY	$95.86 - $107.83 $112,731 - $126,808	1,176 Added 14.35%	9,369 $1 Million
Q3 2017 Oct 27, 2017	BUY	$88.42 - $95.51 $724,425 - $782,513	8,193	8,193 $783,000

Others Institutions Holding JPM

# of Institutions

4,555

Shares Held

2.02B

Call Options Held

26.1M

Put Options Held

29M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $659B
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 ...

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Cambridge Advisors Inc. Jpmorgan Chase & CO Transaction History