A detailed history of Strategic Financial Concepts, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 3,143 shares of JPM stock, worth $977,850. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,143
Previous 2,350 33.74%
Holding current value
$977,850
Previous $554 Million 55.18%
% of portfolio
0.12%
Previous 0.1%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025

BUY
$210.28 - $289.91 $166,752 - $229,898
793 Added 33.74%
3,143 $860 Million
Q1 2025

Apr 28, 2025

BUY
$225.19 - $279.95 $14,412 - $17,916
64 Added 2.8%
2,350 $554 Million
Q4 2024

Jan 30, 2025

SELL
$205.18 - $250.29 $34.2 Million - $41.7 Million
-166,756 Reduced 98.65%
2,286 $548 Million
Q4 2024

Jan 27, 2025

BUY
$205.18 - $250.29 $34.5 Million - $42 Million
168,004 Added 16185.36%
169,042 $548 Million
Q3 2024

Nov 12, 2024

SELL
$194.9 - $224.8 $37 Million - $42.7 Million
-189,911 Reduced 99.46%
1,038 $219 Million
Q2 2024

Aug 06, 2024

BUY
$180.08 - $204.79 $34 Million - $38.7 Million
188,987 Added 9632.36%
190,949 $349 Million
Q1 2024

Apr 22, 2024

BUY
$167.09 - $200.3 $327,830 - $392,988
1,962 New
1,962 $393 Million
Q3 2023

Nov 07, 2023

BUY
$143.21 - $158.0 $26,493 - $29,230
185 Added 9.21%
2,193 $318 Million
Q2 2023

Sep 06, 2023

BUY
$127.47 - $145.44 $23,709 - $27,051
186 Added 10.21%
2,008 $292 Million
Q1 2023

Sep 06, 2023

BUY
$124.91 - $143.8 $227,586 - $262,003
1,822 New
1,822 $237 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 $913B
  • 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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