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

Sheaff Brock Investment Advisors, LLC

$1.58 Billion
Q1 2024

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 36,231 shares of JPM stock, worth $7.33 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

36,231

Previous 80,906 55.22%

Holding current value

$7.33 Million

Previous $13.8 Million 47.27%

% of portfolio

0.46%

Previous 1.07%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

4,418

Shares Held

1.98B

Call Options Held

35.5M

Put Options Held

32.6M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $593B
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 ...

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