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 $512,319. This represents 0.25% of its overall portfolio holdings.

Number of Shares
2,051
Previous 1,375 49.16%
Holding current value
$512,319
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 $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 ...
More about JPM
Track This Portfolio

Track Southern Capital Advisors, LLC Portfolio

Follow Southern Capital 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 Southern Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Southern Capital Advisors, LLC with notifications on news.