Steward Partners Investment Advisory, LLC Jpmorgan Chase & CO Transaction History

Steward Partners Investment Advisory, LLC

$10.6 Billion
Q3 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 616,824 shares of JPM stock, worth $152 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares

616,824

Previous 559,342 10.28%

Holding current value

$152 Million

Previous $113 Million 14.92%

% of portfolio

1.22%

Previous 1.21%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$194.9 - $224.8 $11.2 Million - $12.9 Million	57,482 Added 10.28%	616,824 $130 Million
Q2 2024 Aug 08, 2024	SELL	$180.08 - $204.79 $1.84 Million - $2.09 Million	-10,221 Reduced 1.79%	559,342 $113 Million
Q1 2024 May 15, 2024	BUY	$167.09 - $200.3 $16.1 Million - $19.3 Million	96,309 Added 20.35%	569,563 $114 Million
Q4 2023 Feb 12, 2024	BUY	$135.69 - $170.3 $816,718 - $1.03 Million	6,019 Added 1.29%	473,254 $80.5 Million
Q3 2023 Nov 13, 2023	SELL	$143.21 - $158.0 $2.71 Million - $2.99 Million	-18,931 Reduced 3.89%	467,235 $67.8 Million
Q2 2023 Aug 14, 2023	BUY	$127.47 - $145.44 $3.1 Million - $3.54 Million	24,358 Added 5.27%	486,166 $70.7 Million
Q1 2023 May 15, 2023	BUY	$124.91 - $143.8 $333,509 - $383,946	2,670 Added 0.58%	461,808 $60.2 Million
Q4 2022 Feb 15, 2023	BUY	$101.96 - $137.84 $4.18 Million - $5.66 Million	41,030 Added 9.81%	459,138 $61.6 Million
Q3 2022 Nov 10, 2022	BUY	$20.73 - $120.58 $709,276 - $4.13 Million	34,215 Added 8.91%	418,108 $43.7 Million
Q2 2022 Aug 04, 2022	SELL	$112.61 - $135.91 $1.67 Million - $2.01 Million	-14,821 Reduced 3.72%	383,893 $43.2 Million
Q1 2022 May 02, 2022	SELL	$128.3 - $168.44 $1.16 Million - $1.52 Million	-9,015 Reduced 2.21%	398,714 $54.4 Million
Q4 2021 Feb 08, 2022	BUY	$153.94 - $171.78 $4.43 Million - $4.94 Million	28,758 Added 7.59%	407,729 $64.6 Million
Q3 2021 Nov 12, 2021	BUY	$146.97 - $166.98 $3.95 Million - $4.49 Million	26,906 Added 7.64%	378,971 $62 Million
Q2 2021 Aug 13, 2021	SELL	$147.37 - $166.44 $361,645 - $408,443	-2,454 Reduced 0.69%	352,065 $54.8 Million
Q1 2021 May 14, 2021	BUY	$125.65 - $157.65 $6.93 Million - $8.69 Million	55,117 Added 18.41%	354,519 $54 Million
Q4 2020 Feb 11, 2021	BUY	$96.54 - $127.07 $236,812 - $311,702	2,453 Added 0.83%	299,402 $38 Million
Q3 2020 Oct 30, 2020	BUY	$91.28 - $103.82 $2.53 Million - $2.88 Million	27,751 Added 10.31%	296,949 $28.6 Million
Q2 2020 Aug 06, 2020	BUY	$84.03 - $113.45 $2.31 Million - $3.12 Million	27,536 Added 11.39%	269,198 $25.3 Million
Q1 2020 Apr 29, 2020	BUY	$79.03 - $141.09 $1.11 Million - $1.98 Million	14,061 Added 6.18%	241,662 $21.8 Million
Q4 2019 Jan 17, 2020	BUY	$111.82 - $139.4 $87,443 - $109,010	782 Added 0.34%	227,601 $31.7 Million
Q3 2019 Oct 30, 2019	BUY	$104.8 - $120.23 $899,603 - $1.03 Million	8,584 Added 3.93%	226,819 $26.7 Million
Q2 2019 Jul 25, 2019	BUY	$104.64 - $116.12 $1.31 Million - $1.45 Million	12,486 Added 6.07%	218,235 $24.4 Million
Q1 2019 Apr 30, 2019	SELL	$97.11 - $107.19 $542,650 - $598,977	-5,588 Reduced 2.64%	205,749 $20.8 Million
Q4 2018 Jan 15, 2019	BUY	$92.14 - $115.32 $1.68 Million - $2.1 Million	18,251 Added 9.45%	211,337 $20.6 Million
Q3 2018 Oct 23, 2018	BUY	$103.61 - $118.63 $3.21 Million - $3.68 Million	30,989 Added 19.12%	193,086 $21.8 Million
Q2 2018 Jul 20, 2018	BUY	$103.24 - $114.29 $1.79 Million - $1.98 Million	17,349 Added 11.99%	162,097 $16.9 Million
Q1 2018 Apr 20, 2018	BUY	$107.01 - $118.77 $1.08 Million - $1.19 Million	10,054 Added 7.46%	144,748 $15.9 Million
Q4 2017 Jan 19, 2018	BUY	$95.86 - $107.83 $3.51 Million - $3.95 Million	36,658 Added 37.39%	134,694 $14.4 Million
Q3 2017 Nov 22, 2017	BUY	$88.42 - $95.51 $844,853 - $912,598	9,555 Added 10.8%	98,036 $9.36 Million
Q2 2017 Nov 22, 2017	BUY	N/A	18,317 Added 26.11%	88,481 $8.09 Million
Q1 2017 Nov 22, 2017	BUY	N/A	23,476 Added 50.28%	70,164 $6.16 Million
Q4 2016 Nov 22, 2017	BUY	N/A	46,688	46,688 $4.03 Million

Others Institutions Holding JPM

# of Institutions

4,614

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 $722B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Account

Steward Partners Investment Advisory, LLC Jpmorgan Chase & CO Transaction History