Cfm Wealth Partners LLC Jpmorgan Chase & CO Transaction History

Cfm Wealth Partners LLC

  • $568 Million
  • Q3 2024

A detailed history of Cfm Wealth Partners LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Cfm Wealth Partners LLC holds 29,661 shares of JPM stock, worth $7.19 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares
29,661
Previous 28,179 5.26%
Holding current value
$7.19 Million
Previous $5.94 Million 5.25%
% of portfolio
1.1%
Previous 1.23%

Shares

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

Oct 23, 2024
BUY
$194.9 - $224.8 $288,841 - $333,153
1,482 Added 5.26%
29,661 $6.25 Million
Q3 2024

Oct 15, 2024
SELL
$194.9 - $224.8 $120,838 - $139,376
-620 Reduced 2.15%
28,179 $5.94 Million
Q2 2024

Jul 18, 2024
BUY
$180.08 - $204.79 $111,649 - $126,969
620 Added 2.2%
28,799 $5.82 Million
Q1 2024

Apr 15, 2024
BUY
$167.09 - $200.3 $130,163 - $156,033
779 Added 2.84%
28,179 $5.64 Million
Q4 2023

Jan 11, 2024
BUY
$135.69 - $170.3 $32,565 - $40,872
240 Added 0.88%
27,400 $4.66 Million
Q3 2023

Oct 11, 2023
BUY
$143.21 - $158.0 $124,163 - $136,986
867 Added 3.3%
27,160 $3.94 Million
Q2 2023

Jul 14, 2023
SELL
$127.47 - $145.44 $13,129 - $14,980
-103 Reduced 0.39%
26,293 $3.82 Million
Q1 2023

Apr 12, 2023
BUY
$124.91 - $143.8 $3.3 Million - $3.8 Million
26,396 New
26,396 $3.44 Million
Q4 2022

Jan 19, 2023
BUY
$101.96 - $137.84 $95,944 - $129,707
941 Added 3.75%
26,018 $3.49 Billion
Q3 2022

Oct 17, 2022
BUY
$20.73 - $120.58 $63,433 - $368,974
3,060 Added 13.9%
25,077 $2.62 Million
Q2 2022

Jul 12, 2022
SELL
$112.61 - $135.91 $100,448 - $121,231
-892 Reduced 3.89%
22,017 $2.48 Million
Q1 2022

Apr 14, 2022
BUY
$128.3 - $168.44 $304,327 - $399,539
2,372 Added 11.55%
22,909 $3.12 Million
Q4 2021

Jan 21, 2022
BUY
$153.94 - $171.78 $520,317 - $580,616
3,380 Added 19.7%
20,537 $3.32 Million
Q3 2021

Oct 25, 2021
BUY
$146.97 - $166.98 $55,701 - $63,285
379 Added 2.26%
17,157 $2.81 Million
Q2 2021

Jul 21, 2021
SELL
$147.37 - $166.44 $8,547 - $9,653
-58 Reduced 0.34%
16,778 $2.61 Million
Q1 2021

May 17, 2021
BUY
$125.65 - $157.65 $3,769 - $4,729
30 Added 0.18%
16,836 $2.56 Million
Q4 2020

Feb 10, 2021
SELL
$96.54 - $127.07 $3,378 - $4,447
-35 Reduced 0.21%
16,806 $2.14 Million
Q3 2020

Nov 10, 2020
BUY
$91.28 - $103.82 $191,596 - $217,918
2,099 Added 14.24%
16,841 $1.79 Million
Q2 2020

Aug 14, 2020
SELL
$84.03 - $113.45 $99,995 - $135,005
-1,190 Reduced 7.47%
14,742 $1.39 Million
Q1 2020

May 12, 2020
BUY
$79.03 - $141.09 $86,063 - $153,647
1,089 Added 7.34%
15,932 $1.43 Million
Q4 2019

Jan 30, 2020
BUY
$111.82 - $139.4 $1.66 Million - $2.07 Million
14,843 New
14,843 $2.04 Million

Others Institutions Holding JPM

# of Institutions
4,616
Shares Held
1.95B
Call Options Held
29.8M
Put Options Held
35.7M
View Full List

About JPMORGAN CHASE & CO

JPM Quotes by TradingView
  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $711B
  • 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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