A detailed history of Strategic Financial Services, Inc, transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Strategic Financial Services, Inc, holds 28,116 shares of JPM stock, worth $5.87 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
28,116
Previous 28,915 2.76%
Holding current value
$5.87 Million
Previous $4.92 Million 14.5%
% of portfolio
0.36%
Previous 0.35%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024

SELL
$167.09 - $200.3 $133,504 - $160,039
-799 Reduced 2.76%
28,116 $5.63 Million
Q4 2023

Feb 08, 2024

SELL
$135.69 - $170.3 $61,196 - $76,805
-451 Reduced 1.54%
28,915 $4.92 Million
Q3 2023

Nov 06, 2023

SELL
$143.21 - $158.0 $104,256 - $115,024
-728 Reduced 2.42%
29,366 $4.26 Million
Q2 2023

Aug 10, 2023

SELL
$127.47 - $145.44 $6,500 - $7,417
-51 Reduced 0.17%
30,094 $4.38 Million
Q1 2023

May 12, 2023

SELL
$124.91 - $143.8 $124,410 - $143,224
-996 Reduced 3.2%
30,145 $3.93 Million
Q4 2022

Feb 13, 2023

SELL
$101.96 - $137.84 $280,899 - $379,749
-2,755 Reduced 8.13%
31,141 $4.18 Million
Q3 2022

Nov 09, 2022

SELL
$20.73 - $120.58 $9,204 - $53,537
-444 Reduced 1.29%
33,896 $3.54 Million
Q2 2022

Aug 12, 2022

SELL
$112.61 - $135.91 $96,056 - $115,931
-853 Reduced 2.42%
34,340 $3.87 Million
Q1 2022

Apr 26, 2022

SELL
$128.3 - $168.44 $68,640 - $90,115
-535 Reduced 1.5%
35,193 $4.8 Million
Q4 2021

Feb 15, 2022

SELL
$153.94 - $171.78 $220,749 - $246,332
-1,434 Reduced 3.86%
35,728 $5.66 Million
Q3 2021

Nov 15, 2021

SELL
$146.97 - $166.98 $110,521 - $125,568
-752 Reduced 1.98%
37,162 $6.08 Million
Q2 2021

Aug 16, 2021

SELL
$147.37 - $166.44 $282,803 - $319,398
-1,919 Reduced 4.82%
37,914 $5.9 Million
Q1 2021

May 06, 2021

SELL
$125.65 - $157.65 $782,171 - $981,371
-6,225 Reduced 13.52%
39,833 $6.06 Million
Q4 2020

Feb 08, 2021

SELL
$96.54 - $127.07 $464,840 - $611,842
-4,815 Reduced 9.46%
46,058 $5.85 Million
Q3 2020

Nov 16, 2020

SELL
$91.28 - $103.82 $599,070 - $681,370
-6,563 Reduced 11.43%
50,873 $4.9 Million
Q2 2020

Aug 11, 2020

SELL
$84.03 - $113.45 $1.87 Million - $2.52 Million
-22,197 Reduced 27.87%
57,436 $5.4 Million
Q1 2020

May 08, 2020

BUY
$79.03 - $141.09 $973,333 - $1.74 Million
12,316 Added 18.3%
79,633 $7.17 Million
Q4 2019

Feb 13, 2020

SELL
$111.82 - $139.4 $1.36 Million - $1.7 Million
-12,201 Reduced 15.34%
67,317 $9.38 Million
Q3 2019

Nov 14, 2019

SELL
$104.8 - $120.23 $174,492 - $200,182
-1,665 Reduced 2.05%
79,518 $9.36 Million
Q2 2019

Aug 13, 2019

SELL
$104.64 - $116.12 $133,311 - $147,936
-1,274 Reduced 1.55%
81,183 $9.08 Million
Q1 2019

Apr 23, 2019

SELL
$97.11 - $107.19 $184,994 - $204,196
-1,905 Reduced 2.26%
82,457 $8.35 Million
Q4 2018

Feb 11, 2019

BUY
$92.14 - $115.32 $722,469 - $904,224
7,841 Added 10.25%
84,362 $8.24 Million
Q3 2018

Oct 25, 2018

SELL
$103.61 - $118.63 $375,068 - $429,440
-3,620 Reduced 4.52%
76,521 $8.64 Million
Q2 2018

Aug 06, 2018

BUY
$103.24 - $114.29 $71,545 - $79,202
693 Added 0.87%
80,141 $8.35 Million
Q1 2018

May 14, 2018

SELL
$107.01 - $118.77 $68,807 - $76,369
-643 Reduced 0.8%
79,448 $8.74 Million
Q4 2017

Feb 05, 2018

SELL
$95.86 - $107.83 $148,103 - $166,597
-1,545 Reduced 1.89%
80,091 $8.57 Million
Q3 2017

Nov 06, 2017

SELL
$88.42 - $95.51 $98,588 - $106,493
-1,115 Reduced 1.35%
81,636 $7.8 Million
Q2 2017

Aug 14, 2017

BUY
N/A
82,751
82,751 $7.56 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 $613B
  • 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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