A detailed history of Sanford Advisory Services, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Sanford Advisory Services, LLC holds 3,176 shares of JPM stock, worth $793,333. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,176
Previous 3,103 2.35%
Holding current value
$793,333
Previous $324,000 31.17%
% of portfolio
0.1%
Previous 0.09%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 07, 2023

BUY
$101.96 - $137.84 $7,443 - $10,062
73 Added 2.35%
3,176 $425,000
Q3 2022

Nov 09, 2022

SELL
$20.73 - $120.58 $12,956 - $75,362
-625 Reduced 16.77%
3,103 $324,000
Q2 2022

Jul 28, 2022

BUY
$112.61 - $135.91 $54,052 - $65,236
480 Added 14.78%
3,728 $420,000
Q1 2022

Jul 28, 2022

BUY
$128.3 - $168.44 $15,011 - $19,707
117 Added 3.74%
3,248 $443,000
Q4 2021

Jul 28, 2022

SELL
$153.94 - $171.78 $21,397 - $23,877
-139 Reduced 4.25%
3,131 $496,000
Q2 2021

Jul 28, 2022

SELL
$147.37 - $166.44 $29,474 - $33,288
-200 Reduced 5.76%
3,270 $509,000
Q1 2021

Jul 28, 2022

SELL
$125.65 - $157.65 $46,239 - $58,015
-368 Reduced 9.59%
3,470 $528,000
Q4 2020

Jul 28, 2022

BUY
$96.54 - $127.07 $370,520 - $487,694
3,838 New
3,838 $488,000

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 $733B
  • 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 Sanford Advisory Services, LLC Portfolio

Follow Sanford Advisory Services, 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 Sanford Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sanford Advisory Services, LLC with notifications on news.