Southland Equity Partners LLC Jpmorgan Chase & CO Transaction History

Southland Equity Partners LLC

$411 Billion
Q3 2024

A detailed history of Southland Equity Partners LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Southland Equity Partners LLC holds 12,863 shares of JPM stock, worth $3.2 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

12,863

Previous 10,388 23.83%

Holding current value

$3.2 Million

Previous $2.1 Billion 29.09%

% of portfolio

0.66%

Previous 0.6%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$194.9 - $224.8 $482,377 - $556,380	2,475 Added 23.83%	12,863 $2.71 Billion
Q2 2024 Jul 12, 2024	BUY	$180.08 - $204.79 $770,202 - $875,886	4,277 Added 69.99%	10,388 $2.1 Billion
Q1 2024 Apr 12, 2024	BUY	$167.09 - $200.3 $244,452 - $293,038	1,463 Added 31.48%	6,111 $1.22 Billion
Q4 2023 Jan 09, 2024	BUY	$135.69 - $170.3 $5,834 - $7,322	43 Added 0.93%	4,648 $791 Million
Q3 2023 Jan 02, 2024	BUY	$143.21 - $158.0 $24,345 - $26,860	170 Added 3.83%	4,605 $668 Million
Q2 2023 Jan 02, 2024	SELL	$127.47 - $145.44 $148,502 - $169,437	-1,165 Reduced 20.8%	4,435 $645 Million
Q1 2023 Jan 02, 2024	BUY	$124.91 - $143.8 $9,618 - $11,072	77 Added 1.39%	5,600 $730 Million
Q4 2022 Jan 02, 2024	BUY	$101.96 - $137.84 $85,748 - $115,923	841 Added 17.96%	5,523 $741 Million
Q3 2022 Jan 02, 2024	SELL	$20.73 - $120.58 $2,611 - $15,193	-126 Reduced 2.62%	4,682 $489 Million
Q2 2022 Jan 02, 2024	SELL	$112.61 - $135.91 $48,985 - $59,120	-435 Reduced 8.3%	4,808 $541 Million
Q1 2022 Jan 02, 2024	BUY	$128.3 - $168.44 $23,478 - $30,824	183 Added 3.62%	5,243 $715 Million
Q4 2021 Jan 02, 2024	BUY	$153.94 - $171.78 $17,703 - $19,754	115 Added 2.33%	5,060 $801 Million
Q3 2021 Jan 02, 2024	BUY	$146.97 - $166.98 $87,594 - $99,520	596 Added 13.7%	4,945 $809 Million
Q2 2021 Jan 02, 2024	BUY	$147.37 - $166.44 $44,800 - $50,597	304 Added 7.52%	4,349 $676 Million
Q1 2021 Jan 02, 2024	BUY	$125.65 - $157.65 $1,507 - $1,891	12 Added 0.3%	4,045 $616 Million
Q4 2020 Jan 02, 2024	BUY	$96.54 - $127.07 $389,345 - $512,473	4,033 New	4,033 $513 Million

Others Institutions Holding JPM

# of Institutions

4,613

Shares Held

1.96B

Call Options Held

29.8M

Put Options Held

35.7M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $729B
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 ...

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Southland Equity Partners LLC Jpmorgan Chase & CO Transaction History