Sugarloaf Wealth Management, LLC Jpmorgan Chase & CO Transaction History

Sugarloaf Wealth Management, LLC

$493 Million
Q3 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 21,844 shares of JPM stock, worth $5.43 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares

21,844

Previous 21,674 0.78%

Holding current value

$5.43 Million

Previous $4.38 Million 5.04%

% of portfolio

0.93%

Previous 0.95%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$194.9 - $224.8 $33,133 - $38,216	170 Added 0.78%	21,844 $4.6 Million
Q2 2024 Jul 08, 2024	SELL	$180.08 - $204.79 $1,440 - $1,638	-8 Reduced 0.04%	21,674 $4.38 Million
Q1 2024 Apr 23, 2024	BUY	$167.09 - $200.3 $89,226 - $106,960	534 Added 2.53%	21,682 $4.34 Million
Q4 2023 Jan 10, 2024	BUY	$135.69 - $170.3 $81,006 - $101,669	597 Added 2.9%	21,148 $3.6 Million
Q3 2023 Nov 13, 2023	SELL	$143.21 - $158.0 $28,069 - $30,968	-196 Reduced 0.94%	20,551 $2.98 Million
Q2 2023 Jul 13, 2023	BUY	$127.47 - $145.44 $81,708 - $93,227	641 Added 3.19%	20,747 $3.02 Million
Q1 2023 Apr 26, 2023	BUY	$124.91 - $143.8 $63,704 - $73,338	510 Added 2.6%	20,106 $2.62 Million
Q4 2022 Feb 03, 2023	SELL	$101.96 - $137.84 $172,516 - $233,225	-1,692 Reduced 7.95%	19,596 $2.63 Million
Q3 2022 Oct 11, 2022	BUY	$20.73 - $120.58 $19,631 - $114,189	947 Added 4.66%	21,288 $2.23 Million
Q2 2022 Jul 12, 2022	BUY	$112.61 - $135.91 $274,543 - $331,348	2,438 Added 13.62%	20,341 $2.29 Million
Q1 2022 Apr 25, 2022	BUY	$128.3 - $168.44 $271,482 - $356,419	2,116 Added 13.4%	17,903 $2.46 Million
Q4 2021 Jan 20, 2022	BUY	$153.94 - $171.78 $146,550 - $163,534	952 Added 6.42%	15,787 $2.5 Million
Q3 2021 Oct 20, 2021	BUY	$146.97 - $166.98 $45,560 - $51,763	310 Added 2.13%	14,835 $2.43 Million
Q2 2021 Jul 20, 2021	BUY	$147.37 - $166.44 $155,770 - $175,927	1,057 Added 7.85%	14,525 $2.26 Million
Q1 2021 Apr 19, 2021	SELL	$125.65 - $157.65 $125,901 - $157,965	-1,002 Reduced 6.92%	13,468 $2.04 Million
Q4 2020 Feb 03, 2021	BUY	$96.54 - $127.07 $59,758 - $78,656	619 Added 4.47%	14,470 $1.82 Million
Q3 2020 Nov 03, 2020	BUY	$91.28 - $103.82 $77,588 - $88,247	850 Added 6.54%	13,851 $1.34 Million
Q2 2020 Jul 21, 2020	BUY	$84.03 - $113.45 $67,560 - $91,213	804 Added 6.59%	13,001 $1.22 Million
Q1 2020 Apr 15, 2020	BUY	$79.03 - $141.09 $330,345 - $589,756	4,180 Added 52.14%	12,197 $1.1 Million
Q4 2019 Jan 29, 2020	BUY	$111.82 - $139.4 $896,460 - $1.12 Million	8,017 New	8,017 $1.12 Million

Others Institutions Holding JPM

# of Institutions

4,613

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 $729B
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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Sugarloaf Wealth Management, LLC Jpmorgan Chase & CO Transaction History