CGN Advisors LLC Reduces Stock Holdings in JPMorgan Chase

Jan 21, 2025  · CGN Advisors LLC cut its position in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 14.4% during the fourth quarter, according to its most recent …


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CGN Advisors LLC Reduces Stock Holdings In JPMorgan Chase

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Jan 21, 2025  · CGN Advisors LLC cut its position in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 14.4% during the fourth quarter, according to its most recent …

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CGN Advisors LLC Sells 2,611 Shares Of JPMorgan Chase & Co

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Jan 21, 2025  · CGN Advisors LLC decreased its holdings in JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 14.4% during the 4th quarter, according to the company in its most recent …

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1834 Investment Advisors Co. Reduces Stock Holdings In …

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2 days ago  · 1834 Investment Advisors Co. cut its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 5.9% in the fourth quarter, according to its most recent disclosure with the …

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CGN Advisors LLC Cuts Stock Holdings In Capital One

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Jan 19, 2025  · CGN Advisors LLC cut its position in shares of Capital One Financial Co. (NYSE:COF - Free Report) by 12.5% during the fourth quarter, according to its most recent …

marketbeat.com

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CGN Advisors LLC Q4 2024 13F Top Portfolio Holdings

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Oct 17, 2024  · CGN Advisors LLC reported 285 holdings with total value $1.03 B as of Q4 2024. Top holdings included JCPB, SPYG, SPYV, VTI, and AVDE

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JPMorgan Chase & Co. Reduces Stock Position In Power …

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Jan 2, 2025  · JPMorgan Chase & Co. trimmed its holdings in Power Integrations, Inc. (NASDAQ:POWI – Free Report) by 7.6% in the third quarter, according to its most recent 13F …

defenseworld.net

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Crescent Grove Advisors LLC Purchases 1,791 Shares Of JPMorgan …

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2 days ago  · Crescent Grove Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $2,536,000 at the end of the most recent quarter. A number of other hedge funds have also …

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CGN Advisors LLC Has $3.14 Million Stock Holdings In The Home …

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Jan 20, 2025  · CGN Advisors LLC cut its stake in shares of The Home Depot, Inc. (NYSE:HD - Free Report) by 12.0% in the 4th quarter, according to its most recent Form 13F filing with the …

marketbeat.com

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CGN Advisors LLC Trims Stake In Nucor Co. (NYSE:NUE)

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Jan 19, 2025  · CGN Advisors LLC decreased its holdings in Nucor Co. (NYSE:NUE - Free Report) by 15.5% during the 4th quarter, according to the company in its most recent filing with …

marketbeat.com

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Curated Wealth Partners LLC Reduces Stock Position In JPMorgan …

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3 days ago  · Curated Wealth Partners LLC reduced its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 2.3% in the 4th quarter, according to the company in its most recent 13F …

etfdailynews.com

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CGN Advisors LLC Trims Position In Blackstone Inc. (NYSE:BX)

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Jan 19, 2025  · CGN Advisors LLC reduced its stake in Blackstone Inc. (NYSE:BX - Free Report) by 26.9% during the fourth quarter, according to its most recent Form 13F filing with the …

marketbeat.com

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Enclave Advisors LLC Cuts Stock Holdings In JPMorgan Chase

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Jan 25, 2025  · Enclave Advisors LLC lowered its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 1.1% in the 4th quarter, HoldingsChannel reports. The firm owned 4,714 shares of the …

etfdailynews.com

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Gagnon Advisors LLC Reduces Holdings In DoubleVerify Holdings, …

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1 day ago  · The institutional investor owned 67,705 shares of the company's stock after selling 67,705 shares during the period. DoubleVerify makes up 0.8% of Gagnon Advisors LLC's …

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FAQs about CGN Advisors LLC Reduces Stock Holdings in JPMorgan Chase Coupon?

Does CGN advisors own JPMorgan Chase & Co?

CGN Advisors LLC cut its position in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 14.4% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 15,494 shares of the financial services provider’s stock after selling 2,611 shares during the period. ...

Does New England Capital Financial Advisors LLC own JPMorgan Chase & Co?

New England Capital Financial Advisors LLC boosted its position in shares of JPMorgan Chase & Co. by 38.5% during the 3rd quarter. New England Capital Financial Advisors LLC now owns 180 shares of the financial services provider’s stock worth $38,000 after acquiring an additional 50 shares in the last quarter. ...

Does Crescent Grove Advisors LLC own JPMorgan Chase & Co?

Crescent Grove Advisors LLC’s holdings in JPMorgan Chase & Co. were worth $2,536,000 at the end of the most recent quarter. A number of other hedge funds have also bought and sold shares of JPM. Mizuho Securities Co. Ltd. bought a new stake in JPMorgan Chase & Co. during the third quarter worth about $25,000. ...

Who owns JPMorgan Chase & Co?

Catalyst Capital Advisors LLC bought a new stake in shares of JPMorgan Chase & Co. during the 3rd quarter worth approximately $27,000. West Financial Advisors LLC bought a new stake in shares of JPMorgan Chase & Co. during the 3rd quarter worth approximately $37,000. ...

Who is CGN advisors?

Our Story. CGN Advisors was founded in 2011, as a Fee-Only SEC registered investment advisor (RIA) firm. Originally named Garrett Investment Advisors, the firm was founded by Sheryl Garrett (Founder of the Garrett Planning Network) and Justin Nichols (who started working with Sheryl in 2003). ...

Does West Financial Advisors LLC own JPMorgan Chase & Co?

West Financial Advisors LLC bought a new stake in shares of JPMorgan Chase & Co. during the 3rd quarter worth approximately $37,000. New England Capital Financial Advisors LLC boosted its position in shares of JPMorgan Chase & Co. by 38.5% during the 3rd quarter. ...

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