Cumberland Advisors Inc Jpmorgan Chase & CO Transaction History

Cumberland Advisors Inc

  • $252 Million
  • Q3 2024

A detailed history of Cumberland Advisors Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Cumberland Advisors Inc holds 1,350 shares of JPM stock, worth $300,969. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,350
Previous 1,510 10.6%
Holding current value
$300,969
Previous $305,000 6.89%
% of portfolio
0.11%
Previous 0.12%

Shares

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

Oct 16, 2024
SELL
$194.9 - $224.8 $31,184 - $35,968
-160 Reduced 10.6%
1,350 $284,000
Q2 2024

Jul 10, 2024
SELL
$180.08 - $204.79 $2.73 Million - $3.11 Million
-15,180 Reduced 90.95%
1,510 $305,000
Q1 2024

Apr 15, 2024
BUY
$167.09 - $200.3 $73,519 - $88,132
440 Added 2.71%
16,690 $3.34 Million
Q4 2023

Jan 29, 2024
SELL
$135.69 - $170.3 $23,067 - $28,951
-170 Reduced 1.04%
16,250 $2.76 Million
Q3 2023

Oct 23, 2023
SELL
$143.21 - $158.0 $48,691 - $53,720
-340 Reduced 2.03%
16,420 $2.38 Million
Q2 2023

Jul 24, 2023
SELL
$127.47 - $145.44 $1.66 Million - $1.89 Million
-13,010 Reduced 43.7%
16,760 $2.44 Million
Q1 2023

Apr 28, 2023
BUY
$124.91 - $143.8 $8,743 - $10,066
70 Added 0.24%
29,770 $3.88 Million
Q4 2022

Jan 30, 2023
SELL
$101.96 - $137.84 $1.83 Million - $2.47 Million
-17,915 Reduced 37.62%
29,700 $3.98 Million
Q3 2022

Oct 24, 2022
SELL
$20.73 - $120.58 $4,146 - $24,116
-200 Reduced 0.42%
47,615 $4.98 Million
Q2 2022

Jul 20, 2022
SELL
$112.61 - $135.91 $520,821 - $628,583
-4,625 Reduced 8.82%
47,815 $5.38 Million
Q1 2022

Apr 19, 2022
SELL
$128.3 - $168.44 $5,132 - $6,737
-40 Reduced 0.08%
52,440 $7.15 Million
Q4 2021

Jan 27, 2022
BUY
$153.94 - $171.78 $408,710 - $456,075
2,655 Added 5.33%
52,480 $8.31 Million
Q3 2021

Oct 26, 2021
BUY
$146.97 - $166.98 $54,378 - $61,782
370 Added 0.75%
49,825 $8.16 Million
Q2 2021

Jul 12, 2021
BUY
$147.37 - $166.44 $1.19 Million - $1.35 Million
8,105 Added 19.6%
49,455 $7.69 Million
Q1 2021

Apr 20, 2021
BUY
$125.65 - $157.65 $233,709 - $293,229
1,860 Added 4.71%
41,350 $6.3 Million
Q4 2020

Jan 20, 2021
BUY
$96.54 - $127.07 $3.81 Million - $5.02 Million
39,490 New
39,490 $5.02 Million
Q1 2020

Apr 27, 2020
SELL
$79.03 - $141.09 $209,429 - $373,888
-2,650 Closed
0 $0
Q1 2019

Apr 02, 2019
SELL
$97.11 - $107.19 $4,758 - $5,252
-49 Reduced 1.82%
2,650 $268,000
Q4 2018

Jan 08, 2019
BUY
$92.14 - $115.32 $248,685 - $311,248
2,699 New
2,699 $263,000

Others Institutions Holding JPM

# of Institutions
4,556
Shares Held
2.02B
Call Options Held
26.1M
Put Options Held
29M
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 $654B
  • 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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