Sage Mountain Advisors LLC Jpmorgan Chase & CO Transaction History

Sage Mountain Advisors LLC

$1.16 Billion
Q3 2024

A detailed history of Sage Mountain Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Sage Mountain Advisors LLC holds 47,191 shares of JPM stock, worth $11.6 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares

47,191

Previous 46,322 1.88%

Holding current value

$11.6 Million

Previous $9.37 Million 6.16%

% of portfolio

0.86%

Previous 0.87%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	BUY	$194.9 - $224.8 $169,368 - $195,351	869 Added 1.88%	47,191 $9.95 Million
Q2 2024 Jul 31, 2024	BUY	$180.08 - $204.79 $599,306 - $681,541	3,328 Added 7.74%	46,322 $9.37 Million
Q1 2024 Apr 23, 2024	BUY	$167.09 - $200.3 $134,674 - $161,441	806 Added 1.91%	42,994 $8.61 Million
Q4 2023 Feb 01, 2024	SELL	$135.69 - $170.3 $28,630 - $35,933	-211 Reduced 0.5%	42,188 $7.18 Million
Q3 2023 Oct 25, 2023	BUY	$143.21 - $158.0 $67,308 - $74,260	470 Added 1.12%	42,399 $6.15 Million
Q2 2023 Jul 24, 2023	BUY	$127.47 - $145.44 $71,510 - $81,591	561 Added 1.36%	41,929 $6.1 Million
Q1 2023 Apr 25, 2023	BUY	$124.91 - $143.8 $3.84 Million - $4.42 Million	30,739 Added 289.2%	41,368 $5.39 Million
Q4 2022 Feb 01, 2023	BUY	$101.96 - $137.84 $50,164 - $67,817	492 Added 4.85%	10,629 $1.43 Million
Q3 2022 Oct 31, 2022	BUY	$20.73 - $120.58 $2,176 - $12,660	105 Added 1.05%	10,137 $1.06 Million
Q2 2022 Aug 25, 2022	SELL	$112.61 - $135.91 $450,665 - $543,911	-4,002 Reduced 28.52%	10,032 $1.13 Million
Q2 2022 Aug 01, 2022	BUY	$112.61 - $135.91 $387,603 - $467,802	3,442 Added 32.5%	14,034 $1.58 Million
Q1 2022 Aug 25, 2022	SELL	$128.3 - $168.44 $1.55 Million - $2.04 Million	-12,086 Reduced 53.29%	10,592 $1.44 Million
Q1 2022 May 10, 2022	BUY	$128.3 - $168.44 $87,628 - $115,044	683 Added 3.11%	22,678 $3.09 Million
Q4 2021 Feb 02, 2022	BUY	$153.94 - $171.78 $371,765 - $414,848	2,415 Added 12.33%	21,995 $3.48 Million
Q3 2021 Nov 01, 2021	BUY	$146.97 - $166.98 $179,744 - $204,216	1,223 Added 6.66%	19,580 $3.21 Million
Q2 2021 Jul 22, 2021	BUY	$147.37 - $166.44 $181,412 - $204,887	1,231 Added 7.19%	18,357 $2.86 Million
Q1 2021 May 10, 2021	BUY	$125.65 - $157.65 $1.11 Million - $1.4 Million	8,870 Added 107.44%	17,126 $2.61 Million
Q4 2020 Jan 21, 2021	BUY	$96.54 - $127.07 $797,034 - $1.05 Million	8,256 New	8,256 $1.05 Million

Others Institutions Holding JPM

# of Institutions

4,610

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 $719B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sage Mountain Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage Mountain Advisors LLC with notifications on news.

Account

Sage Mountain Advisors LLC Jpmorgan Chase & CO Transaction History