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 5,541 shares of JPM stock, worth $1.16 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
5,541
Previous 5,468 1.34%
Holding current value
$1.16 Million
Previous $930,000 19.25%
% of portfolio
0.47%
Previous 0.44%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $613B
  • 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

Track Sandbox Financial Partners, LLC Portfolio

Follow Sandbox Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sandbox Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sandbox Financial Partners, LLC with notifications on news.