A detailed history of Sage View Advisory Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 42,563 shares of JPM stock, worth $8.7 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
42,563
Holding current value
$8.7 Million
% of portfolio
0.4%

Shares

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

Aug 14, 2024

BUY
$180.08 - $204.79 $7.66 Million - $8.72 Million
42,563 New
42,563 $8.61 Billion
Q4 2023

Feb 09, 2024

BUY
$135.69 - $170.3 $1.37 Million - $1.72 Million
10,084 Added 30.64%
42,994 $7.58 Billion
Q3 2023

Nov 02, 2023

SELL
$143.21 - $158.0 $50,409 - $55,616
-352 Reduced 1.06%
32,910 $4.77 Billion
Q2 2023

Aug 11, 2023

BUY
$127.47 - $145.44 $357,425 - $407,813
2,804 Added 9.21%
33,262 $4.84 Billion
Q1 2023

May 01, 2023

BUY
$124.91 - $143.8 $1.27 Million - $1.47 Million
10,188 Added 50.26%
30,458 $3.97 Billion
Q4 2022

Feb 14, 2023

BUY
$101.96 - $137.84 $2.07 Million - $2.79 Million
20,270 New
20,270 $2.72 Billion

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 $599B
  • 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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