A detailed history of Cm Wealth Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Cm Wealth Advisors LLC holds 4,804 shares of JPM stock, worth $1.16 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
4,804
Previous 2,567 87.14%
Holding current value
$1.16 Million
Previous $519,000 94.99%
% of portfolio
0.33%
Previous 0.25%

Shares

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

Nov 12, 2024

BUY
$194.9 - $224.8 $435,991 - $502,877
2,237 Added 87.14%
4,804 $1.01 Million
Q2 2024

Aug 14, 2024

SELL
$180.08 - $204.79 $951,002 - $1.08 Million
-5,281 Reduced 67.29%
2,567 $519,000
Q1 2024

May 13, 2024

BUY
$167.09 - $200.3 $682,228 - $817,824
4,083 Added 108.45%
7,848 $1.57 Million
Q3 2023

Nov 16, 2023

SELL
$143.21 - $158.0 $441,946 - $487,588
-3,086 Reduced 45.04%
3,765 $546,000
Q2 2023

Aug 15, 2023

BUY
$127.47 - $145.44 $365,838 - $417,412
2,870 Added 72.09%
6,851 $996,000
Q1 2023

May 01, 2023

BUY
$124.91 - $143.8 $497,266 - $572,467
3,981 New
3,981 $543,000
Q4 2022

May 04, 2023

SELL
$101.96 - $137.84 $22,023 - $29,773
-216 Reduced 5.43%
3,765 $505 Million
Q3 2022

May 11, 2023

SELL
$20.73 - $120.58 $4,477 - $26,045
-216 Reduced 5.43%
3,765 $393 Million
Q2 2022

May 09, 2023

SELL
$112.61 - $135.91 $194,139 - $234,308
-1,724 Reduced 43.31%
2,257 $254 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 $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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