A detailed history of Capstone Financial Advisors, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Capstone Financial Advisors, Inc. holds 54,228 shares of JPM stock, worth $13.2 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
54,228
Previous 53,193 1.95%
Holding current value
$13.2 Million
Previous $10.8 Million 6.25%
% of portfolio
0.7%
Previous 0.71%

Shares

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

Nov 14, 2024

BUY
$194.9 - $224.8 $201,721 - $232,668
1,035 Added 1.95%
54,228 $11.4 Million
Q2 2024

Aug 13, 2024

BUY
$180.08 - $204.79 $42,138 - $47,920
234 Added 0.44%
53,193 $10.8 Million
Q1 2024

May 14, 2024

BUY
$167.09 - $200.3 $16,709 - $20,030
100 Added 0.19%
52,959 $10.6 Million
Q4 2023

Feb 13, 2024

SELL
$135.69 - $170.3 $314,393 - $394,585
-2,317 Reduced 4.2%
52,859 $8.99 Million
Q3 2023

Nov 13, 2023

BUY
$143.21 - $158.0 $27,353 - $30,178
191 Added 0.35%
55,176 $8 Million
Q2 2023

Aug 14, 2023

BUY
$127.47 - $145.44 $71,765 - $81,882
563 Added 1.03%
54,985 $8 Million
Q1 2023

May 12, 2023

BUY
$124.91 - $143.8 $34,600 - $39,832
277 Added 0.51%
54,422 $7.09 Million
Q4 2022

Feb 15, 2023

BUY
$101.96 - $137.84 $30,587 - $41,352
300 Added 0.56%
54,145 $7.26 Million
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $15,298 - $88,988
738 Added 1.39%
53,845 $5.63 Million
Q2 2022

Sep 02, 2022

BUY
$112.61 - $135.91 $34,909 - $42,132
310 Added 0.59%
53,107 $5.98 Million
Q1 2022

May 13, 2022

BUY
$128.3 - $168.44 $11,931 - $15,664
93 Added 0.18%
52,797 $7.2 Million
Q4 2021

Feb 11, 2022

BUY
$153.94 - $171.78 $129,463 - $144,466
841 Added 1.62%
52,704 $8.35 Million
Q3 2021

Nov 15, 2021

BUY
$146.97 - $166.98 $59,522 - $67,626
405 Added 0.79%
51,863 $8.49 Million
Q2 2021

Aug 16, 2021

BUY
$147.37 - $166.44 $129,096 - $145,801
876 Added 1.73%
51,458 $8 Million
Q1 2021

May 13, 2021

BUY
$125.65 - $157.65 $40,584 - $50,920
323 Added 0.64%
50,582 $7.7 Million
Q4 2020

Feb 16, 2021

SELL
$96.54 - $127.07 $23,459 - $30,878
-243 Reduced 0.48%
50,259 $6.39 Million
Q3 2020

Nov 13, 2020

BUY
$91.28 - $103.82 $91 - $103
1 Added 0.0%
50,502 $4.86 Million
Q2 2020

Aug 14, 2020

SELL
$84.03 - $113.45 $21,847 - $29,497
-260 Reduced 0.51%
50,501 $4.75 Million
Q1 2020

May 14, 2020

SELL
$79.03 - $141.09 $67,570 - $120,631
-855 Reduced 1.66%
50,761 $4.57 Million
Q4 2019

Feb 14, 2020

BUY
$111.82 - $139.4 $10,399 - $12,964
93 Added 0.18%
51,616 $7.2 Million
Q3 2019

Nov 13, 2019

SELL
$104.8 - $120.23 $232,132 - $266,309
-2,215 Reduced 4.12%
51,523 $6.06 Million
Q2 2019

Aug 12, 2019

BUY
$104.64 - $116.12 $42,274 - $46,912
404 Added 0.76%
53,738 $6.01 Million
Q1 2019

May 14, 2019

BUY
$97.11 - $107.19 $58,751 - $64,849
605 Added 1.15%
53,334 $5.4 Million
Q4 2018

Feb 14, 2019

SELL
$92.14 - $115.32 $448,168 - $560,916
-4,864 Reduced 8.45%
52,729 $5.15 Million
Q3 2018

Nov 20, 2018

BUY
$103.61 - $118.63 $518 - $593
5 Added 0.01%
57,593 $6.5 Million
Q2 2018

Aug 15, 2018

BUY
$103.24 - $114.29 $412 - $457
4 Added 0.01%
57,588 $6 Million
Q1 2018

May 15, 2018

SELL
$107.01 - $118.77 $70,733 - $78,506
-661 Reduced 1.13%
57,584 $6.33 Million
Q4 2017

Feb 14, 2018

BUY
$95.86 - $107.83 $5.58 Million - $6.28 Million
58,245
58,245 $6.23 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 $713B
  • 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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