A detailed history of Sovereign Financial Group, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 5,471 shares of JPM stock, worth $1.16 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
5,471
Previous 5,163 5.97%
Holding current value
$1.16 Million
Previous $1.03 Million 6.96%
% of portfolio
0.28%
Previous 0.28%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024

BUY
$180.08 - $204.79 $55,464 - $63,075
308 Added 5.97%
5,471 $1.11 Million
Q1 2024

Apr 15, 2024

BUY
$167.09 - $200.3 $69,008 - $82,723
413 Added 8.69%
5,163 $1.03 Million
Q4 2023

Feb 06, 2024

BUY
$135.69 - $170.3 $66,216 - $83,106
488 Added 11.45%
4,750 $807,000
Q3 2023

Nov 03, 2023

SELL
$143.21 - $158.0 $80,913 - $89,270
-565 Reduced 11.7%
4,262 $618,000
Q2 2023

Jul 31, 2023

BUY
$127.47 - $145.44 $39,005 - $44,504
306 Added 6.77%
4,827 $702,000
Q1 2023

May 04, 2023

SELL
$124.91 - $143.8 $2,623 - $3,019
-21 Reduced 0.46%
4,521 $589,000
Q4 2022

Feb 13, 2023

BUY
$101.96 - $137.84 $51,999 - $70,298
510 Added 12.65%
4,542 $609,000
Q3 2022

Nov 14, 2022

SELL
$20.73 - $120.58 $953 - $5,546
-46 Reduced 1.13%
4,032 $421,000
Q2 2022

Aug 15, 2022

BUY
$112.61 - $135.91 $19,143 - $23,104
170 Added 4.35%
4,078 $459,000
Q1 2022

May 16, 2022

BUY
$128.3 - $168.44 $74,927 - $98,368
584 Added 17.57%
3,908 $533,000
Q4 2021

Feb 15, 2022

BUY
$153.94 - $171.78 $231,525 - $258,357
1,504 Added 82.64%
3,324 $526,000
Q3 2021

Nov 12, 2021

SELL
$146.97 - $166.98 $68,781 - $78,146
-468 Reduced 20.45%
1,820 $298,000
Q1 2021

May 17, 2021

BUY
$125.65 - $157.65 $76,772 - $96,324
611 Added 36.43%
2,288 $348,000
Q4 2020

Feb 16, 2021

BUY
$96.54 - $127.07 $161,897 - $213,096
1,677 New
1,677 $213,000

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 $620B
  • 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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