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 32,046 shares of JPM stock, worth $7.04 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
32,046
Previous 36,231 11.55%
Holding current value
$7.04 Million
Previous $7.26 Million 10.69%
% of portfolio
0.6%
Previous 0.46%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $645B
  • 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 Sheaff Brock Investment Advisors, LLC Portfolio

Follow Sheaff Brock Investment Advisors, 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 Sheaff Brock Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sheaff Brock Investment Advisors, LLC with notifications on news.