A detailed history of Cascade Financial Partners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 2,708 shares of JPM stock, worth $653,196. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,708
Previous 2,801 3.32%
Holding current value
$653,196
Previous $566 Million 7.13%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Oct 24, 2024

SELL
$194.9 - $224.8 $18,125 - $20,906
-93 Reduced 3.32%
2,708 $607 Million
Q1 2024

May 14, 2024

BUY
$167.09 - $200.3 $468,019 - $561,040
2,801 New
2,801 $512 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 $708B
  • 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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