A detailed history of Cary Street Partners Financial LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Cary Street Partners Financial LLC holds 107,276 shares of JPM stock, worth $32.2 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares
107,276
Previous 108,068 0.73%
Holding current value
$32.2 Million
Previous $31.3 Billion 8.0%
% of portfolio
0.88%
Previous 0.88%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025

SELL
$282.78 - $316.06 $223,961 - $250,319
-792 Reduced 0.73%
107,276 $33.8 Billion
Q2 2025

Aug 13, 2025

BUY
$210.28 - $289.91 $728,199 - $1 Million
3,463 Added 3.31%
108,068 $31.3 Billion
Q1 2025

May 09, 2025

SELL
$225.19 - $279.95 $309,185 - $384,371
-1,373 Reduced 1.3%
104,605 $25.7 Billion
Q4 2024

Feb 14, 2025

BUY
$205.18 - $250.29 $21.7 Million - $26.5 Million
105,978 New
105,978 $25.4 Billion

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 $881B
  • 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
Track This Portfolio

Track Cary Street Partners Financial LLC Portfolio

Follow Cary Street Partners Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cary Street Partners Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cary Street Partners Financial LLC with notifications on news.