A detailed history of Cws Financial Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Cws Financial Advisors, LLC holds 4,545 shares of JPM stock, worth $1.1 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
4,545
Previous 4,544 0.02%
Holding current value
$1.1 Million
Previous $919,000 4.13%
% of portfolio
0.35%
Previous 0.37%

Shares

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

Nov 14, 2024

BUY
$194.9 - $224.8 $194 - $224
1 Added 0.02%
4,545 $957,000
Q2 2024

Jul 31, 2024

SELL
$180.08 - $204.79 $3,061 - $3,481
-17 Reduced 0.37%
4,544 $919,000
Q1 2024

May 01, 2024

SELL
$167.09 - $200.3 $277,202 - $332,297
-1,659 Reduced 26.67%
4,561 $913,000
Q4 2023

Feb 08, 2024

SELL
$135.69 - $170.3 $49,391 - $61,989
-364 Reduced 5.53%
6,220 $1.06 Million
Q3 2023

Nov 14, 2023

BUY
$143.21 - $158.0 $286 - $316
2 Added 0.03%
6,584 $954,000
Q2 2023

Aug 14, 2023

BUY
$127.47 - $145.44 $14,021 - $15,998
110 Added 1.7%
6,582 $957,000
Q1 2023

May 09, 2023

BUY
$124.91 - $143.8 $42,594 - $49,035
341 Added 5.56%
6,472 $843,000
Q4 2022

Feb 10, 2023

SELL
$101.96 - $137.84 $43,027 - $58,168
-422 Reduced 6.44%
6,131 $822,000
Q3 2022

Nov 09, 2022

SELL
$20.73 - $120.58 $16,584 - $96,464
-800 Reduced 10.88%
6,553 $685,000
Q2 2022

Aug 08, 2022

BUY
$112.61 - $135.91 $54,278 - $65,508
482 Added 7.01%
7,353 $828,000
Q1 2022

May 03, 2022

BUY
$128.3 - $168.44 $21,297 - $27,961
166 Added 2.48%
6,871 $937,000
Q4 2021

Feb 15, 2022

BUY
$153.94 - $171.78 $72,043 - $80,393
468 Added 7.5%
6,705 $1.06 Million
Q2 2021

Aug 06, 2021

BUY
$147.37 - $166.44 $15,621 - $17,642
106 Added 1.73%
6,237 $970,000
Q1 2021

May 13, 2021

BUY
$125.65 - $157.65 $376 - $472
3 Added 0.05%
6,131 $933,000
Q4 2020

Feb 12, 2021

BUY
$96.54 - $127.07 $193 - $254
2 Added 0.03%
6,128 $779,000
Q3 2020

Nov 10, 2020

SELL
$91.28 - $103.82 $182 - $207
-2 Reduced 0.03%
6,126 $590,000
Q2 2020

Aug 11, 2020

BUY
$84.03 - $113.45 $97,474 - $131,602
1,160 Added 23.35%
6,128 $576,000
Q4 2019

Feb 14, 2020

BUY
$111.82 - $139.4 $555,521 - $692,539
4,968 New
4,968 $693,000

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 $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
Track This Portfolio

Track Cws Financial Advisors, LLC Portfolio

Follow Cws Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cws Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cws Financial Advisors, LLC with notifications on news.