A detailed history of Cyndeo Wealth Partners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 69,162 shares of JPM stock, worth $16.8 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares
69,162
Previous 70,165 1.43%
Holding current value
$16.8 Million
Previous $14.2 Million 2.72%
% of portfolio
1.04%
Previous 1.12%

Shares

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

Oct 18, 2024

SELL
$194.9 - $224.8 $195,484 - $225,474
-1,003 Reduced 1.43%
69,162 $14.6 Million
Q2 2024

Jul 30, 2024

BUY
$180.08 - $204.79 $689,166 - $783,731
3,827 Added 5.77%
70,165 $14.2 Million
Q1 2024

Apr 16, 2024

SELL
$167.09 - $200.3 $100,588 - $120,580
-602 Reduced 0.9%
66,338 $13.3 Million
Q4 2023

Jan 12, 2024

SELL
$135.69 - $170.3 $625,395 - $784,912
-4,609 Reduced 6.44%
66,940 $11.4 Million
Q3 2023

Oct 10, 2023

BUY
$143.21 - $158.0 $3 Million - $3.31 Million
20,979 Added 41.49%
71,549 $10.4 Million
Q2 2023

Jul 27, 2023

BUY
$127.47 - $145.44 $201,530 - $229,940
1,581 Added 3.23%
50,570 $7.35 Million
Q1 2023

Apr 21, 2023

SELL
$124.91 - $143.8 $442,056 - $508,908
-3,539 Reduced 6.74%
48,989 $6.38 Million
Q4 2022

Jan 25, 2023

BUY
$101.96 - $137.84 $5.36 Million - $7.24 Million
52,528 New
52,528 $0

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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