Strategic Wealth Advisors Group, LLC Jpmorgan Chase & CO Transaction History

Strategic Wealth Advisors Group, LLC

$2.33 Billion
Q3 2022

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 $9.38 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

38,232

Previous 48,814 21.68%

Holding current value

$9.38 Million

Previous $5.56 Million 28.13%

% of portfolio

0.17%

Previous 0.23%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

4,610

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 $720B
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 ...

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Strategic Wealth Advisors Group, LLC Jpmorgan Chase & CO Transaction History