Sheets Smith Wealth Management Jpmorgan Chase & CO Transaction History

Sheets Smith Wealth Management

$807 Million
Q3 2024

A detailed history of Sheets Smith Wealth Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Sheets Smith Wealth Management holds 22,851 shares of JPM stock, worth $5.71 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

22,851

Previous 23,123 1.18%

Holding current value

$5.71 Million

Previous $4.68 Million 2.99%

% of portfolio

0.6%

Previous 0.56%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	SELL	$194.9 - $224.8 $53,012 - $61,145	-272 Reduced 1.18%	22,851 $4.82 Million
Q2 2024 Jul 30, 2024	SELL	$180.08 - $204.79 $40,878 - $46,487	-227 Reduced 0.97%	23,123 $4.68 Million
Q1 2024 May 08, 2024	BUY	$167.09 - $200.3 $23,058 - $27,641	138 Added 0.59%	23,350 $4.68 Million
Q4 2023 Feb 06, 2024	SELL	$135.69 - $170.3 $84,399 - $105,926	-622 Reduced 2.61%	23,212 $3.95 Million
Q3 2023 Oct 23, 2023	BUY	$143.21 - $158.0 $12,172 - $13,430	85 Added 0.36%	23,834 $3.46 Million
Q2 2023 Aug 09, 2023	SELL	$127.47 - $145.44 $772,468 - $881,366	-6,060 Reduced 20.33%	23,749 $3.45 Million
Q1 2023 May 26, 2023	BUY	$124.91 - $143.8 $3.71 Million - $4.27 Million	29,679 Added 22830.0%	29,809 $3.88 Million
Q1 2023 May 12, 2023	SELL	$124.91 - $143.8 $3.8 Million - $4.38 Million	-30,444 Reduced 99.57%	130 $16,000
Q4 2022 Mar 08, 2023	BUY	$101.96 - $137.84 $7,952 - $10,751	78 Added 0.26%	30,574 $4.1 Million
Q3 2022 Nov 01, 2022	BUY	$20.73 - $120.58 $83,687 - $486,781	4,037 Added 15.26%	30,496 $3.19 Million
Q2 2022 Jul 27, 2022	SELL	$112.61 - $135.91 $396,387 - $478,403	-3,520 Reduced 11.74%	26,459 $2.98 Million
Q1 2022 May 02, 2022	BUY	$128.3 - $168.44 $9,494 - $12,464	74 Added 0.25%	29,979 $4.09 Million
Q4 2021 Jan 20, 2022	BUY	$153.94 - $171.78 $22,629 - $25,251	147 Added 0.49%	29,905 $4.74 Million
Q3 2021 Oct 15, 2021	BUY	$146.97 - $166.98 $46,736 - $53,099	318 Added 1.08%	29,758 $4.87 Million
Q2 2021 Aug 03, 2021	BUY	$147.37 - $166.44 $51,432 - $58,087	349 Added 1.2%	29,440 $4.58 Million
Q1 2021 Apr 23, 2021	BUY	$125.65 - $157.65 $29,653 - $37,205	236 Added 0.82%	29,091 $4.43 Million
Q4 2020 Jan 13, 2021	BUY	$96.54 - $127.07 $169,331 - $222,880	1,754 Added 6.47%	28,855 $3.67 Million
Q3 2020 Oct 26, 2020	BUY	$91.28 - $103.82 $89,363 - $101,639	979 Added 3.75%	27,101 $2.61 Million
Q2 2020 Jul 17, 2020	SELL	$84.03 - $113.45 $504 - $680	-6 Reduced 0.02%	26,122 $2.46 Million
Q1 2020 Apr 28, 2020	BUY	$79.03 - $141.09 $40,779 - $72,802	516 Added 2.01%	26,128 $2.35 Million
Q4 2019 Jan 24, 2020	BUY	$111.82 - $139.4 $82,075 - $102,319	734 Added 2.95%	25,612 $3.57 Million
Q3 2019 Oct 28, 2019	SELL	$104.8 - $120.23 $340,809 - $390,987	-3,252 Reduced 11.56%	24,878 $2.93 Million
Q2 2019 Jul 12, 2019	SELL	$104.64 - $116.12 $36,937 - $40,990	-353 Reduced 1.24%	28,130 $3.15 Million
Q1 2019 May 13, 2019	BUY	$97.11 - $107.19 $193,151 - $213,200	1,989 Added 7.51%	28,483 $2.88 Million
Q4 2018 Jan 11, 2019	BUY	$92.14 - $115.32 $253,661 - $317,475	2,753 Added 11.6%	26,494 $2.59 Million
Q3 2018 Oct 15, 2018	BUY	$103.61 - $118.63 $414 - $474	4 Added 0.02%	23,741 $2.68 Million
Q2 2018 Jul 26, 2018	BUY	$103.24 - $114.29 $21,680 - $24,000	210 Added 0.89%	23,737 $2.47 Million
Q1 2018 Apr 09, 2018	BUY	$107.01 - $118.77 $32,103 - $35,631	300 Added 1.29%	23,527 $2.59 Million
Q4 2017 Jan 12, 2018	SELL	$95.86 - $107.83 $64,705 - $72,785	-675 Reduced 2.82%	23,227 $2.48 Million
Q3 2017 Oct 12, 2017	BUY	$88.42 - $95.51 $2.11 Million - $2.28 Million	23,902	23,902 $2.28 Million

Others Institutions Holding JPM

# of Institutions

4,615

Shares Held

1.96B

Call Options Held

29.8M

Put Options Held

35.7M

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 $733B
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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Sheets Smith Wealth Management Jpmorgan Chase & CO Transaction History