A detailed history of Consolidated Capital Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Consolidated Capital Management, LLC holds 18,523 shares of JPM stock, worth $5.56 Million. This represents 2.14% of its overall portfolio holdings.

Number of Shares
18,523
Previous 21,695 14.62%
Holding current value
$5.56 Million
Previous $6.29 Million 7.11%
% of portfolio
2.14%
Previous 2.34%

Shares

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

Nov 13, 2025

SELL
$282.78 - $316.06 $896,978 - $1 Million
-3,172 Reduced 14.62%
18,523 $5.84 Million
Q2 2025

Jul 16, 2025

BUY
$210.28 - $289.91 $128,691 - $177,424
612 Added 2.9%
21,695 $6.29 Million
Q1 2025

Apr 29, 2025

BUY
$225.19 - $279.95 $4.75 Million - $5.9 Million
21,083 New
21,083 $5.17 Million
Q2 2019

Jul 15, 2019

SELL
$104.64 - $116.12 $545,802 - $605,681
-5,216 Closed
0 $0
Q4 2018

Jan 17, 2019

SELL
$92.14 - $115.32 $1.02 Million - $1.28 Million
-11,121 Reduced 68.07%
5,216 $509,000
Q3 2018

Oct 19, 2018

BUY
$103.61 - $118.63 $1.15 Million - $1.32 Million
11,121 Added 213.21%
16,337 $1.84 Million
Q3 2017

Oct 25, 2017

BUY
$88.42 - $95.51 $461,198 - $498,180
5,216
5,216 $498,000

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
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