Strategic Wealth Partners, Ltd. Jpmorgan Chase & CO Transaction History

Strategic Wealth Partners, Ltd.

$892 Million
Q1 2024

A detailed history of Strategic Wealth Partners, Ltd. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 54,404 shares of JPM stock, worth $11 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares

54,404

Previous 51,706 5.22%

Holding current value

$11 Million

Previous $8.8 Million 23.9%

% of portfolio

1.22%

Previous 1.09%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 20, 2024	BUY	$167.09 - $200.3 $450,808 - $540,409	2,698 Added 5.22%	54,404 $10.9 Million
Q4 2023 May 20, 2024	BUY	$135.69 - $170.3 $1.14 Million - $1.43 Million	8,387 Added 19.36%	51,706 $8.8 Million
Q3 2023 May 20, 2024	BUY	$143.21 - $158.0 $90,222 - $99,540	630 Added 1.48%	43,319 $6.28 Million
Q2 2023 May 20, 2024	BUY	$127.47 - $145.44 $53,154 - $60,648	417 Added 0.99%	42,689 $6.21 Million
Q1 2023 Apr 24, 2023	BUY	$124.91 - $143.8 $97,804 - $112,595	783 Added 1.89%	42,272 $5.51 Million

Q4 2022 Apr 24, 2023	BUY	$101.96 - $137.84 $375,110 - $507,113	3,679 Added 9.73%	41,489 $5.56 Million
Q3 2022 Apr 24, 2023	BUY	$20.73 - $120.58 $22,056 - $128,297	1,064 Added 2.9%	37,810 $3.95 Million
Q2 2022 Aug 22, 2022	BUY	$112.61 - $135.91 $118,916 - $143,520	1,056 Added 2.96%	36,746 $4.14 Million
Q1 2022 May 19, 2022	BUY	$128.3 - $168.44 $496,777 - $652,199	3,872 Added 12.17%	35,690 $4.87 Million
Q4 2021 Feb 11, 2022	BUY	$153.94 - $171.78 $305,878 - $341,326	1,987 Added 6.66%	31,818 $5.04 Million
Q3 2021 Nov 12, 2021	BUY	$146.97 - $166.98 $778,500 - $884,493	5,297 Added 21.59%	29,831 $4.88 Million
Q2 2021 Aug 25, 2021	BUY	$147.37 - $166.44 $568,995 - $642,624	3,861 Added 18.68%	24,534 $3.82 Million
Q1 2021 May 24, 2021	BUY	$125.65 - $157.65 $78,782 - $98,846	627 Added 3.13%	20,673 $3.15 Million
Q4 2020 Feb 18, 2021	BUY	$96.54 - $127.07 $78,873 - $103,816	817 Added 4.25%	20,046 $2.55 Million
Q3 2020 Nov 10, 2020	SELL	$91.28 - $103.82 $181,008 - $205,875	-1,983 Reduced 9.35%	19,229 $1.85 Million
Q2 2020 Aug 11, 2020	BUY	$84.03 - $113.45 $481,575 - $650,181	5,731 Added 37.02%	21,212 $2 Million
Q4 2019 Jan 30, 2020	SELL	$111.82 - $139.4 $109,695 - $136,751	-981 Reduced 5.96%	15,481 $2.16 Million
Q3 2019 Oct 28, 2019	BUY	$104.8 - $120.23 $1.12 Million - $1.28 Million	10,640 Added 182.76%	16,462 $191 Million
Q2 2019 Aug 06, 2019	SELL	$104.64 - $116.12 $19,253 - $21,366	-184 Reduced 3.06%	5,822 $652,000
Q1 2019 May 14, 2019	BUY	$97.11 - $107.19 $107,889 - $119,088	1,111 Added 22.7%	6,006 $626,000
Q4 2018 Jan 24, 2019	BUY	$92.14 - $115.32 $29,116 - $36,441	316 Added 6.9%	4,895 $477,000
Q3 2018 Dec 06, 2018	BUY	$103.61 - $118.63 $21,447 - $24,556	207 Added 4.73%	4,579 $517,000
Q2 2018 Sep 04, 2018	BUY	$103.24 - $114.29 $43,877 - $48,573	425 Added 10.77%	4,372 $456,000
Q1 2018 Jul 13, 2018	BUY	$107.01 - $118.77 $422,368 - $468,785	3,947 New	3,947 $434,000

Others Institutions Holding JPM

# of Institutions

4,418

Shares Held

1.98B

Call Options Held

35.5M

Put Options Held

32.6M

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 $593B
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 Partners, Ltd. Jpmorgan Chase & CO Transaction History