A detailed history of Safeguard Financial, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Safeguard Financial, LLC holds 3,419 shares of JPM stock, worth $708,724. This represents 0.19% of its overall portfolio holdings.

Number of Shares
3,419
Previous 1,373 149.02%
Holding current value
$708,724
Previous $275,000 151.27%
% of portfolio
0.19%
Previous 0.09%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024

BUY
$180.08 - $204.79 $368,443 - $419,000
2,046 Added 149.02%
3,419 $691,000
Q1 2024

Apr 09, 2024

SELL
$167.09 - $200.3 $128,993 - $154,631
-772 Reduced 35.99%
1,373 $275,000
Q4 2023

Jan 30, 2024

BUY
$135.69 - $170.3 $66,216 - $83,106
488 Added 29.45%
2,145 $364,000
Q3 2023

Oct 30, 2023

BUY
$143.21 - $158.0 $51,412 - $56,722
359 Added 27.66%
1,657 $240,000
Q2 2023

Aug 07, 2023

BUY
$127.47 - $145.44 $165,456 - $188,781
1,298 New
1,298 $188,000
Q2 2022

Aug 03, 2022

SELL
$112.61 - $135.91 $195,603 - $236,075
-1,737 Closed
0 $0
Q1 2022

Apr 19, 2022

BUY
$128.3 - $168.44 $222,857 - $292,580
1,737 New
1,737 $237,000

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 $608B
  • 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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