A detailed history of Sargent Investment Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Sargent Investment Group, LLC holds 23,408 shares of JPM stock, worth $5.58 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares
23,408
Previous 21,086 11.01%
Holding current value
$5.58 Million
Previous $4.26 Million 15.69%
% of portfolio
0.9%
Previous 0.88%

Shares

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

Nov 06, 2024

BUY
$194.9 - $224.8 $452,557 - $521,985
2,322 Added 11.01%
23,408 $4.93 Million
Q2 2024

Aug 09, 2024

SELL
$180.08 - $204.79 $379,068 - $431,082
-2,105 Reduced 9.08%
21,086 $4.26 Million
Q1 2024

May 10, 2024

SELL
$167.09 - $200.3 $751,570 - $900,949
-4,498 Reduced 16.24%
23,191 $4.65 Million
Q4 2023

Feb 05, 2024

BUY
$135.69 - $170.3 $46,405 - $58,242
342 Added 1.25%
27,689 $4.71 Million
Q3 2023

Nov 13, 2023

BUY
$143.21 - $158.0 $497,941 - $549,366
3,477 Added 14.57%
27,347 $3.97 Million
Q2 2023

Jul 31, 2023

BUY
$127.47 - $145.44 $268,324 - $306,151
2,105 Added 9.67%
23,870 $3.47 Million
Q1 2023

May 02, 2023

SELL
$124.91 - $143.8 $199,231 - $229,361
-1,595 Reduced 6.83%
21,765 $2.84 Million
Q4 2022

Jan 31, 2023

BUY
$101.96 - $137.84 $84,218 - $113,855
826 Added 3.67%
23,360 $3.13 Million
Q3 2022

Oct 26, 2022

BUY
$20.73 - $120.58 $704 - $4,099
34 Added 0.15%
22,534 $2.44 Million
Q2 2022

Jul 26, 2022

BUY
$112.61 - $135.91 $20,269 - $24,463
180 Added 0.81%
22,500 $2.53 Million
Q1 2022

May 06, 2022

BUY
$128.3 - $168.44 $202,970 - $266,472
1,582 Added 7.63%
22,320 $3.04 Million
Q4 2021

Feb 11, 2022

BUY
$153.94 - $171.78 $134,697 - $150,307
875 Added 4.41%
20,738 $3.28 Million
Q3 2021

Nov 12, 2021

BUY
$146.97 - $166.98 $89,798 - $102,024
611 Added 3.17%
19,863 $3.25 Million
Q2 2021

Aug 05, 2021

BUY
$147.37 - $166.44 $29,916 - $33,787
203 Added 1.07%
19,252 $2.99 Million
Q1 2021

May 04, 2021

BUY
$125.65 - $157.65 $206,066 - $258,546
1,640 Added 9.42%
19,049 $2.9 Million
Q4 2020

Feb 10, 2021

BUY
$96.54 - $127.07 $12,260 - $16,137
127 Added 0.73%
17,409 $2.21 Million
Q3 2020

Nov 12, 2020

BUY
$91.28 - $103.82 $193,604 - $220,202
2,121 Added 13.99%
17,282 $1.66 Million
Q2 2020

Aug 11, 2020

BUY
$84.03 - $113.45 $21,427 - $28,929
255 Added 1.71%
15,161 $1.41 Million
Q1 2020

May 12, 2020

BUY
$79.03 - $141.09 $281,583 - $502,703
3,563 Added 31.41%
14,906 $1.34 Million
Q4 2019

Feb 11, 2020

BUY
$111.82 - $139.4 $16,773 - $20,910
150 Added 1.34%
11,343 $1.58 Million
Q4 2019

Jan 30, 2020

SELL
$111.82 - $139.4 $16,213 - $20,213
-145 Reduced 1.28%
11,193 $1.56 Million
Q3 2019

Oct 29, 2019

SELL
$104.8 - $120.23 $519,808 - $596,340
-4,960 Reduced 30.43%
11,338 $1.33 Million
Q2 2019

Aug 12, 2019

BUY
$104.64 - $116.12 $13,603 - $15,095
130 Added 0.8%
16,298 $1.82 Million
Q1 2019

May 13, 2019

BUY
$97.11 - $107.19 $53,410 - $58,954
550 Added 3.52%
16,168 $1.64 Million
Q4 2018

Feb 12, 2019

BUY
$92.14 - $115.32 $1.44 Million - $1.8 Million
15,618 New
15,618 $1.53 Million

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 $699B
  • 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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