A detailed history of Sandy Cove Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Sandy Cove Advisors, LLC holds 9,309 shares of JPM stock, worth $2.31 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares
9,309
Previous 9,451 1.5%
Holding current value
$2.31 Million
Previous $1.91 Million 2.67%
% of portfolio
0.81%
Previous 0.85%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

SELL
$194.9 - $224.8 $27,675 - $31,921
-142 Reduced 1.5%
9,309 $1.96 Million
Q2 2024

Jul 23, 2024

BUY
$180.08 - $204.79 $3,241 - $3,686
18 Added 0.19%
9,451 $1.91 Million
Q1 2024

Apr 17, 2024

BUY
$167.09 - $200.3 $265,673 - $318,477
1,590 Added 20.27%
9,433 $1.89 Million
Q4 2023

Jan 17, 2024

BUY
$135.69 - $170.3 $100,410 - $126,022
740 Added 10.42%
7,843 $1.33 Million
Q3 2023

Nov 13, 2023

BUY
$143.21 - $158.0 $4,582 - $5,056
32 Added 0.45%
7,103 $1.03 Million
Q2 2023

Aug 14, 2023

BUY
$127.47 - $145.44 $264,372 - $301,642
2,074 Added 41.5%
7,071 $1.03 Million
Q4 2022

Jan 23, 2023

BUY
$101.96 - $137.84 $63,113 - $85,322
619 Added 14.14%
4,997 $0
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $4,933 - $28,698
238 Added 5.75%
4,378 $458,000
Q2 2022

Aug 11, 2022

BUY
$112.61 - $135.91 $337 - $407
3 Added 0.07%
4,140 $466,000
Q1 2022

May 04, 2022

BUY
$128.3 - $168.44 $41,569 - $54,574
324 Added 8.5%
4,137 $564,000
Q4 2021

Feb 04, 2022

BUY
$153.94 - $171.78 $586,973 - $654,997
3,813 New
3,813 $604,000

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 $729B
  • 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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