Sunbelt Securities, Inc. Jpmorgan Chase & CO Transaction History

Sunbelt Securities, Inc.

$1.07 Billion
Q2 2025

A detailed history of Sunbelt Securities, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Sunbelt Securities, Inc. holds 29,349 shares of JPM stock, worth $9.08 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares

29,349

Previous 25,566 14.8%

Holding current value

$9.08 Million

Previous $6.27 Million 35.67%

% of portfolio

0.79%

Previous 0.62%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$210.28 - $289.91 $795,489 - $1.1 Million	3,783 Added 14.8%	29,349 $8.51 Million
Q1 2025 Apr 24, 2025	SELL	$225.19 - $279.95 $851,893 - $1.06 Million	-3,783 Reduced 12.89%	25,566 $6.27 Million
Q4 2024 Feb 18, 2025	BUY	$205.18 - $250.29 $327,056 - $398,962	1,594 Added 5.74%	29,349 $7.04 Million
Q3 2024 Nov 18, 2024	SELL	$194.9 - $224.8 $207,763 - $239,636	-1,066 Reduced 3.7%	27,755 $5.85 Million
Q2 2024 Aug 15, 2024	BUY	$180.08 - $204.79 $52,583 - $59,798	292 Added 1.02%	28,821 $5.83 Million
Q1 2024 Apr 15, 2024	BUY	$167.09 - $200.3 $55,473 - $66,499	332 Added 1.18%	28,529 $5.71 Million
Q4 2023 Feb 14, 2024	SELL	$135.69 - $170.3 $128,362 - $161,103	-946 Reduced 3.25%	28,197 $4.8 Million
Q3 2023 Dec 11, 2023	BUY	$143.21 - $158.0 $192,617 - $212,510	1,345 Added 4.84%	29,143 $4.23 Million
Q2 2023 Aug 15, 2023	SELL	$127.47 - $145.44 $36,838 - $42,032	-289 Reduced 1.03%	27,798 $4.04 Million
Q1 2023 May 17, 2023	BUY	$124.91 - $143.8 $303,531 - $349,434	2,430 Added 9.47%	28,087 $3.66 Million
Q4 2022 Feb 08, 2023	SELL	$101.96 - $137.84 $119,701 - $161,824	-1,174 Reduced 4.38%	25,657 $3.44 Million
Q3 2022 Nov 21, 2022	BUY	$20.73 - $120.58 $6,737 - $39,188	325 Added 1.23%	26,831 $2.8 Million
Q2 2022 Oct 03, 2022	BUY	$112.61 - $135.91 $365,532 - $441,163	3,246 Added 13.96%	26,506 $2.99 Million
Q1 2022 May 16, 2022	SELL	$128.3 - $168.44 $1.1 Million - $1.45 Million	-8,600 Reduced 26.99%	23,260 $3.27 Million
Q4 2021 Feb 14, 2022	SELL	$153.94 - $171.78 $489,067 - $545,745	-3,177 Reduced 9.07%	31,860 $4.97 Million
Q2 2021 Jul 29, 2021	SELL	$147.37 - $166.44 $37,579 - $42,442	-255 Reduced 0.72%	35,037 $5.32 Million
Q1 2021 May 27, 2021	SELL	$125.65 - $157.65 $201,542 - $252,870	-1,604 Reduced 4.35%	35,292 $5.37 Million
Q4 2020 Feb 09, 2021	BUY	$96.54 - $127.07 $536,472 - $706,127	5,557 Added 17.73%	36,896 $4.69 Million
Q3 2020 Nov 17, 2020	SELL	$91.28 - $103.82 $61,796 - $70,286	-677 Reduced 2.11%	31,339 $3.02 Million
Q2 2020 Aug 14, 2020	BUY	$84.03 - $113.45 $28,570 - $38,573	340 Added 1.07%	32,016 $3.01 Million
Q1 2020 May 15, 2020	SELL	$79.03 - $141.09 $4.65 Million - $8.3 Million	-58,795 Reduced 64.99%	31,676 $2.85 Million
Q4 2019 Feb 14, 2020	SELL	$111.82 - $139.4 $592,198 - $738,262	-5,296 Reduced 5.53%	90,471 $3.15 Billion
Q3 2019 Nov 15, 2019	BUY	$104.8 - $120.23 $6.74 Million - $7.74 Million	64,338 Added 204.71%	95,767 $11.3 Million
Q2 2019 Aug 01, 2019	BUY	$104.64 - $116.12 $145,449 - $161,406	1,390 Added 4.63%	31,429 $3.51 Million
Q1 2019 May 15, 2019	BUY	$97.11 - $107.19 $199,949 - $220,704	2,059 Added 7.36%	30,039 $3.04 Million
Q4 2018 Feb 14, 2019	SELL	$92.14 - $115.32 $285,910 - $357,837	-3,103 Reduced 9.98%	27,980 $2.73 Million
Q3 2018 Nov 14, 2018	BUY	$103.61 - $118.63 $35,227 - $40,334	340 Added 1.11%	31,083 $3.51 Million
Q2 2018 Aug 08, 2018	BUY	$103.24 - $114.29 $1.74 Million - $1.92 Million	16,824 Added 120.87%	30,743 $3.2 Million
Q1 2018 May 09, 2018	BUY	$107.01 - $118.77 $49,438 - $54,871	462 Added 3.43%	13,919 $1.53 Million
Q4 2017 Feb 06, 2018	BUY	$95.86 - $107.83 $1.29 Million - $1.45 Million	13,457	13,457 $1.44 Million

Others Institutions Holding JPM

# of Institutions

5,386

Shares Held

2.02B

Call Options Held

28.7M

Put Options Held

30.2M

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 $907B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sunbelt Securities, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sunbelt Securities, Inc. with notifications on news.

Account

Sunbelt Securities, Inc. Jpmorgan Chase & CO Transaction History