A detailed history of Strategic Wealth Advisors Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 38,232 shares of JPM stock, worth $9.26 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
38,232
Previous 48,814 21.68%
Holding current value
$9.26 Million
Previous $5.56 Million 28.13%
% of portfolio
0.17%
Previous 0.23%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 10, 2022

SELL
$20.73 - $120.58 $219,364 - $1.28 Million
-10,582 Reduced 21.68%
38,232 $4 Million
Q2 2022

Aug 12, 2022

BUY
$112.61 - $135.91 $311,704 - $376,198
2,768 Added 6.01%
48,814 $5.56 Million
Q1 2022

May 10, 2022

BUY
$128.3 - $168.44 $1.25 Million - $1.65 Million
9,768 Added 26.93%
46,046 $6.2 Million
Q4 2021

Feb 16, 2022

SELL
$153.94 - $171.78 $414,098 - $462,088
-2,690 Reduced 6.9%
36,278 $5.84 Million
Q3 2021

Nov 17, 2021

SELL
$146.97 - $166.98 $6,025 - $6,846
-41 Reduced 0.11%
38,968 $6.36 Million
Q2 2021

Aug 10, 2021

SELL
$147.37 - $166.44 $482,931 - $545,423
-3,277 Reduced 7.75%
39,009 $6.07 Million
Q1 2021

May 07, 2021

BUY
$125.65 - $157.65 $1.21 Million - $1.52 Million
9,649 Added 29.56%
42,286 $6.44 Million
Q4 2020

Feb 12, 2021

BUY
$96.54 - $127.07 $268,670 - $353,635
2,783 Added 9.32%
32,637 $4.15 Million
Q3 2020

Nov 30, 2020

SELL
$91.28 - $103.82 $221,445 - $251,867
-2,426 Reduced 7.52%
29,854 $2.87 Million
Q2 2020

Aug 03, 2020

BUY
$84.03 - $113.45 $252,005 - $340,236
2,999 Added 10.24%
32,280 $3.01 Million
Q1 2020

May 05, 2020

BUY
$79.03 - $141.09 $271,705 - $485,067
3,438 Added 13.3%
29,281 $2.51 Million
Q4 2019

Feb 10, 2020

SELL
$111.82 - $139.4 $174,327 - $217,324
-1,559 Reduced 5.69%
25,843 $3.61 Million
Q3 2019

Nov 04, 2019

BUY
$104.8 - $120.23 $367,848 - $422,007
3,510 Added 14.69%
27,402 $3.18 Million
Q2 2019

Aug 13, 2019

SELL
$104.64 - $116.12 $991,673 - $1.1 Million
-9,477 Reduced 28.4%
23,892 $2.7 Million
Q1 2019

May 02, 2019

BUY
$97.11 - $107.19 $1.03 Million - $1.13 Million
10,587 Added 46.47%
33,369 $0
Q4 2018

Feb 12, 2019

SELL
$92.14 - $115.32 $173,868 - $217,608
-1,887 Reduced 7.65%
22,782 $2.27 Million
Q3 2018

Nov 07, 2018

BUY
$103.61 - $118.63 $2.56 Million - $2.93 Million
24,669 New
24,669 $2.76 Million
Q2 2018

Sep 17, 2018

SELL
$103.24 - $114.29 $4.6 Million - $5.09 Million
-44,560 Closed
0 $0
Q1 2018

May 08, 2018

BUY
$107.01 - $118.77 $2.93 Million - $3.26 Million
27,411 Added 159.84%
44,560 $4.9 Million
Q4 2017

Mar 08, 2018

BUY
$95.86 - $107.83 $1.64 Million - $1.85 Million
17,149
17,149 $1.83 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 $711B
  • 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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