A detailed history of Safeguard Investment Advisory Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Safeguard Investment Advisory Group, LLC holds 2,872 shares of JPM stock, worth $704,530. This represents 0.17% of its overall portfolio holdings.

Number of Shares
2,872
Previous 2,238 28.33%
Holding current value
$704,530
Previous $452,000 33.85%
% of portfolio
0.17%
Previous 0.14%

Shares

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

Nov 14, 2024

BUY
$194.9 - $224.8 $123,566 - $142,523
634 Added 28.33%
2,872 $605,000
Q2 2024

Aug 09, 2024

SELL
$180.08 - $204.79 $85,357 - $97,070
-474 Reduced 17.48%
2,238 $452,000
Q1 2024

May 13, 2024

SELL
$167.09 - $200.3 $32,415 - $38,858
-194 Reduced 6.68%
2,712 $543,000
Q4 2023

Jan 26, 2024

BUY
$135.69 - $170.3 $1,492 - $1,873
11 Added 0.38%
2,906 $494,000
Q3 2023

Nov 14, 2023

SELL
$143.21 - $158.0 $16,755 - $18,486
-117 Reduced 3.88%
2,895 $419,000
Q2 2023

Aug 01, 2023

BUY
$127.47 - $145.44 $75,462 - $86,100
592 Added 24.46%
3,012 $438,000
Q1 2023

May 04, 2023

BUY
$124.91 - $143.8 $24,232 - $27,897
194 Added 8.72%
2,420 $315,000
Q4 2022

Jan 26, 2023

BUY
$101.96 - $137.84 $18,046 - $24,397
177 Added 8.64%
2,226 $0
Q3 2022

Oct 25, 2022

BUY
$20.73 - $120.58 $42,475 - $247,068
2,049 New
2,049 $214,000
Q1 2021

May 10, 2021

SELL
$125.65 - $157.65 $124,770 - $156,546
-993 Closed
0 $0
Q4 2020

Feb 18, 2021

BUY
$96.54 - $127.07 $95,864 - $126,180
993 New
993 $126,000

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 $720B
  • 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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