A detailed history of Sage Financial Management Group, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Sage Financial Management Group, Inc. holds 1,707 shares of JPM stock, worth $358,094. This represents 1.05% of its overall portfolio holdings.

Number of Shares
1,707
Previous 1,787 4.48%
Holding current value
$358,094
Previous $358,000 3.63%
% of portfolio
1.05%
Previous 0.17%

Shares

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

Jul 18, 2024

SELL
$180.08 - $204.79 $14,406 - $16,383
-80 Reduced 4.48%
1,707 $345,000
Q4 2023

Jan 17, 2024

BUY
$135.69 - $170.3 $242,478 - $304,326
1,787 New
1,787 $304,000
Q2 2021

Aug 03, 2021

SELL
$147.37 - $166.44 $94,758 - $107,020
-643 Closed
0 $0
Q1 2021

May 11, 2021

SELL
$125.65 - $157.65 $2.48 Million - $3.11 Million
-19,721 Reduced 96.84%
643 $98,000
Q4 2020

Feb 08, 2021

BUY
$96.54 - $127.07 $1.97 Million - $2.59 Million
20,364 New
20,364 $82,000

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 $615B
  • 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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