A detailed history of Stonegate Investment Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Stonegate Investment Group, LLC holds 720,535 shares of JPM stock, worth $152 Million. This represents 4.35% of its overall portfolio holdings.

Number of Shares
720,535
Previous 715,015 0.77%
Holding current value
$152 Million
Previous $143 Million 1.76%
% of portfolio
4.35%
Previous 4.69%

Shares

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

Aug 02, 2024

BUY
$180.08 - $204.79 $994,041 - $1.13 Million
5,520 Added 0.77%
720,535 $146 Million
Q1 2024

Apr 22, 2024

BUY
$167.09 - $200.3 $897,941 - $1.08 Million
5,374 Added 0.76%
715,015 $143 Million
Q4 2023

Jan 23, 2024

SELL
$135.69 - $170.3 $40,164 - $50,408
-296 Reduced 0.04%
709,641 $121 Million
Q3 2023

Oct 24, 2023

BUY
$143.21 - $158.0 $15,323 - $16,906
107 Added 0.02%
709,937 $103 Million
Q2 2023

Jul 26, 2023

BUY
$127.47 - $145.44 $232,250 - $264,991
1,822 Added 0.26%
709,830 $103 Million
Q1 2023

Apr 20, 2023

BUY
$124.91 - $143.8 $23.2 Million - $26.7 Million
185,367 Added 35.47%
708,008 $92.3 Million
Q4 2022

Jan 24, 2023

BUY
$101.96 - $137.84 $610,740 - $825,661
5,990 Added 1.16%
522,641 $0
Q3 2022

Oct 28, 2022

BUY
$20.73 - $120.58 $140,590 - $817,773
6,782 Added 1.33%
516,651 $54 Million
Q2 2022

Aug 09, 2022

BUY
$112.61 - $135.91 $2.66 Million - $3.21 Million
23,590 Added 4.85%
509,869 $57.4 Million
Q1 2022

May 16, 2022

BUY
$128.3 - $168.44 $1.97 Million - $2.59 Million
15,363 Added 3.26%
486,279 $66.3 Million
Q4 2021

Feb 11, 2022

BUY
$153.94 - $171.78 $72.5 Million - $80.9 Million
470,916 New
470,916 $74.6 Million

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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