Sandbox Financial Partners, LLC Jpmorgan Chase & CO Transaction History

Sandbox Financial Partners, LLC

$276 Million
Q3 2024

A detailed history of Sandbox Financial Partners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Sandbox Financial Partners, LLC holds 5,512 shares of JPM stock, worth $1.38 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

5,512

Previous 5,566 0.97%

Holding current value

$1.38 Million

Previous $1.13 Million 3.2%

% of portfolio

0.42%

Previous 0.44%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	SELL	$194.9 - $224.8 $10,524 - $12,139	-54 Reduced 0.97%	5,512 $1.16 Million
Q2 2024 Jul 15, 2024	BUY	$180.08 - $204.79 $4,502 - $5,119	25 Added 0.45%	5,566 $1.13 Million
Q1 2024 Apr 15, 2024	BUY	$167.09 - $200.3 $12,197 - $14,621	73 Added 1.34%	5,541 $1.11 Million
Q4 2023 Jan 18, 2024	BUY	$135.69 - $170.3 $4,070 - $5,109	30 Added 0.55%	5,468 $930,000
Q3 2023 Oct 10, 2023	SELL	$143.21 - $158.0 $22,054 - $24,332	-154 Reduced 2.75%	5,438 $788,000
Q2 2023 Jul 14, 2023	SELL	$127.47 - $145.44 $2,421 - $2,763	-19 Reduced 0.34%	5,592 $813,000
Q1 2023 Apr 21, 2023	BUY	$124.91 - $143.8 $11,116 - $12,798	89 Added 1.61%	5,611 $731,000
Q4 2022 Jan 25, 2023	BUY	$101.96 - $137.84 $3,364 - $4,548	33 Added 0.6%	5,522 $0
Q3 2022 Nov 14, 2022	SELL	$20.73 - $120.58 $7,649 - $44,494	-369 Reduced 6.3%	5,489 $574,000
Q2 2022 Aug 11, 2022	BUY	$112.61 - $135.91 $4,617 - $5,572	41 Added 0.7%	5,858 $660,000
Q1 2022 Apr 13, 2022	BUY	$128.3 - $168.44 $34,256 - $44,973	267 Added 4.81%	5,817 $793,000
Q4 2021 Feb 11, 2022	BUY	$153.94 - $171.78 $17,549 - $19,582	114 Added 2.1%	5,550 $879,000
Q3 2021 Nov 12, 2021	BUY	$146.97 - $166.98 $4,556 - $5,176	31 Added 0.57%	5,436 $890,000
Q2 2021 Aug 16, 2021	BUY	$147.37 - $166.44 $3,831 - $4,327	26 Added 0.48%	5,405 $841,000
Q1 2021 May 07, 2021	BUY	$125.65 - $157.65 $122,383 - $153,551	974 Added 22.11%	5,379 $820,000
Q4 2020 Feb 12, 2021	BUY	$96.54 - $127.07 $425,258 - $559,743	4,405 New	4,405 $560,000

Others Institutions Holding JPM

# of Institutions

4,615

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 $734B
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 ...

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Sandbox Financial Partners, LLC Jpmorgan Chase & CO Transaction History