Sheaff Brock Investment Advisors, LLC Jpmorgan Chase & CO Transaction History

Sheaff Brock Investment Advisors, LLC

  • $1.08 Billion
  • Q1 2025

A detailed history of Sheaff Brock Investment Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Sheaff Brock Investment Advisors, LLC holds 31,252 shares of JPM stock, worth $9.51 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
31,252
Previous 31,518 0.84%
Holding current value
$9.51 Million
Previous $7.56 Million 1.47%
% of portfolio
0.71%
Previous 0.66%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
SELL
$225.19 - $279.95 $59,900 - $74,466
-266 Reduced 0.84%
31,252 $7.67 Million
Q4 2024

Jan 30, 2025
SELL
$205.18 - $250.29 $391,688 - $477,803
-1,909 Reduced 5.71%
31,518 $7.56 Million
Q3 2024

Nov 06, 2024
BUY
$194.9 - $224.8 $269,156 - $310,448
1,381 Added 4.31%
33,427 $7.05 Million
Q2 2024

Jul 30, 2024
SELL
$180.08 - $204.79 $753,634 - $857,046
-4,185 Reduced 11.55%
32,046 $6.48 Million
Q1 2024

May 14, 2024
SELL
$167.09 - $200.3 $7.46 Million - $8.95 Million
-44,675 Reduced 55.22%
36,231 $7.26 Million
Q4 2023

Feb 08, 2024
BUY
$135.69 - $170.3 $729,740 - $915,873
5,378 Added 7.12%
80,906 $13.8 Million
Q3 2023

Nov 08, 2023
SELL
$143.21 - $158.0 $100,103 - $110,442
-699 Reduced 0.92%
75,528 $11 Million
Q2 2023

Aug 08, 2023
SELL
$127.47 - $145.44 $3.57 Million - $4.08 Million
-28,025 Reduced 26.88%
76,227 $11.1 Million
Q1 2023

May 01, 2023
BUY
$124.91 - $143.8 $3.44 Million - $3.96 Million
27,563 Added 35.94%
104,252 $13.6 Million
Q4 2022

Feb 13, 2023
SELL
$101.96 - $137.84 $459,431 - $621,107
-4,506 Reduced 5.55%
76,689 $10.3 Million
Q3 2022

Nov 03, 2022
SELL
$20.73 - $120.58 $14,303 - $83,200
-690 Reduced 0.84%
81,195 $8.49 Million
Q2 2022

Aug 02, 2022
SELL
$112.61 - $135.91 $2.32 Million - $2.8 Million
-20,629 Reduced 20.12%
81,885 $9.22 Million
Q1 2022

May 06, 2022
BUY
$128.3 - $168.44 $189,755 - $249,122
1,479 Added 1.46%
102,514 $14 Million
Q4 2021

Feb 03, 2022
BUY
$153.94 - $171.78 $4,464 - $4,981
29 Added 0.03%
101,035 $16 Million
Q3 2021

Nov 03, 2021
BUY
$146.97 - $166.98 $136,682 - $155,291
930 Added 0.93%
101,006 $16.5 Million
Q2 2021

Aug 16, 2021
BUY
$147.37 - $166.44 $3.24 Million - $3.66 Million
22,015 Added 28.2%
100,076 $15.6 Million
Q1 2021

May 11, 2021
SELL
$125.65 - $157.65 $3.34 Million - $4.19 Million
-26,574 Reduced 25.4%
78,061 $11.9 Million
Q4 2020

Feb 01, 2021
BUY
$96.54 - $127.07 $654,541 - $861,534
6,780 Added 6.93%
104,635 $13.3 Million
Q3 2020

Oct 30, 2020
SELL
$91.28 - $103.82 $286,984 - $326,410
-3,144 Reduced 3.11%
97,855 $9.42 Million
Q2 2020

Aug 07, 2020
BUY
$84.03 - $113.45 $21,007 - $28,362
250 Added 0.25%
100,999 $9.5 Million
Q1 2020

Apr 30, 2020
SELL
$79.03 - $141.09 $232,032 - $414,240
-2,936 Reduced 2.83%
100,749 $9.07 Million
Q4 2019

Jan 29, 2020
SELL
$111.82 - $139.4 $3.02 Million - $3.76 Million
-26,997 Reduced 20.66%
103,685 $14.5 Million
Q3 2019

Oct 28, 2019
BUY
$104.8 - $120.23 $2.56 Million - $2.94 Million
24,473 Added 23.04%
130,682 $15.4 Million
Q2 2019

Jul 31, 2019
SELL
$104.64 - $116.12 $320,721 - $355,907
-3,065 Reduced 2.8%
106,209 $11.9 Million
Q1 2019

Apr 29, 2019
SELL
$97.11 - $107.19 $120,610 - $133,129
-1,242 Reduced 1.12%
109,274 $11.1 Million
Q4 2018

Jan 28, 2019
SELL
$92.14 - $115.32 $288,766 - $361,412
-3,134 Reduced 2.76%
110,516 $10.8 Million
Q3 2018

Nov 09, 2018
SELL
$103.61 - $118.63 $148,058 - $169,522
-1,429 Reduced 1.24%
113,650 $12.8 Million
Q2 2018

Jul 31, 2018
SELL
$103.24 - $114.29 $14,350 - $15,886
-139 Reduced 0.12%
115,079 $12 Million
Q1 2018

May 03, 2018
BUY
$107.01 - $118.77 $521,566 - $578,884
4,874 Added 4.42%
115,218 $12.7 Million
Q4 2017

Feb 12, 2018
SELL
$95.86 - $107.83 $101,419 - $114,084
-1,058 Reduced 0.95%
110,344 $11.8 Million
Q3 2017

Nov 13, 2017
SELL
$88.42 - $95.51 $226,178 - $244,314
-2,558 Reduced 2.24%
111,402 $10.6 Million
Q2 2017

Aug 09, 2017
BUY
N/A
113,960
113,960 $10.4 Million

Others Institutions Holding JPM

# of Institutions
5,374
Shares Held
2.02B
Call Options Held
28.7M
Put Options Held
30.3M
View Full List

About JPMORGAN CHASE & CO

JPM Quotes by TradingView
  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $892B
  • 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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