A detailed history of Southern Capital Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Southern Capital Advisors, LLC holds 2,051 shares of JPM stock, worth $450,768. This represents 0.25% of its overall portfolio holdings.

Number of Shares
2,051
Previous 1,375 49.16%
Holding current value
$450,768
Previous $278,000 55.4%
% of portfolio
0.25%
Previous 0.17%

Shares

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

Oct 24, 2024

BUY
$194.9 - $224.8 $131,752 - $151,964
676 Added 49.16%
2,051 $432,000
Q2 2024

Jul 25, 2024

SELL
$180.08 - $204.79 $11,164 - $12,696
-62 Reduced 4.31%
1,375 $278,000
Q1 2024

May 03, 2024

SELL
$167.09 - $200.3 $191,819 - $229,944
-1,148 Reduced 44.41%
1,437 $287,000
Q4 2023

Jan 22, 2024

BUY
$135.69 - $170.3 $7,055 - $8,855
52 Added 2.05%
2,585 $439,000
Q3 2023

Oct 31, 2023

SELL
$143.21 - $158.0 $1,432 - $1,580
-10 Reduced 0.39%
2,533 $367,000
Q2 2023

Aug 03, 2023

BUY
$127.47 - $145.44 $86,807 - $99,044
681 Added 36.57%
2,543 $369,000
Q1 2023

Apr 27, 2023

BUY
$124.91 - $143.8 $232,582 - $267,755
1,862 New
1,862 $242,000
Q1 2022

May 04, 2022

SELL
$128.3 - $168.44 $180,774 - $237,331
-1,409 Closed
0 $0
Q4 2021

Feb 04, 2022

BUY
$153.94 - $171.78 $216,901 - $242,038
1,409 New
1,409 $223,000

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 $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
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