A detailed history of Sfg Wealth Management, Llc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 2,782 shares of JPM stock, worth $680,922. This represents 0.32% of its overall portfolio holdings.

Number of Shares
2,782
Previous 2,604 6.84%
Holding current value
$680,922
Previous $526,000 11.41%
% of portfolio
0.32%
Previous 0.31%

Shares

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

Oct 31, 2024

BUY
$194.9 - $224.8 $34,692 - $40,014
178 Added 6.84%
2,782 $586,000
Q2 2024

Jul 19, 2024

BUY
$180.08 - $204.79 $360 - $409
2 Added 0.08%
2,604 $526,000
Q1 2024

Apr 26, 2024

BUY
$167.09 - $200.3 $7,519 - $9,013
45 Added 1.76%
2,602 $521,000
Q4 2023

Jan 19, 2024

BUY
$135.69 - $170.3 $407 - $510
3 Added 0.12%
2,557 $434,000
Q3 2023

Oct 19, 2023

BUY
$143.21 - $158.0 $286 - $316
2 Added 0.08%
2,554 $370,000
Q2 2023

Jul 14, 2023

BUY
$127.47 - $145.44 $95,984 - $109,516
753 Added 41.86%
2,552 $371,000
Q1 2023

Apr 11, 2023

BUY
$124.91 - $143.8 $20,110 - $23,151
161 Added 9.83%
1,799 $234,000
Q4 2022

Jan 31, 2023

BUY
$101.96 - $137.84 $167,010 - $225,781
1,638 New
1,638 $219,000
Q2 2022

Jul 13, 2022

SELL
$112.61 - $135.91 $191,211 - $230,775
-1,698 Closed
0 $0
Q1 2022

Apr 22, 2022

BUY
$128.3 - $168.44 $22,067 - $28,971
172 Added 11.27%
1,698 $231,000
Q4 2021

Feb 14, 2022

BUY
$153.94 - $171.78 $234,912 - $262,136
1,526 New
1,526 $242,000

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 $718B
  • 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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