Sunburst Financial Group, LLC Jpmorgan Chase & CO Transaction History

Sunburst Financial Group, LLC

$373 Million
Q3 2024

A detailed history of Sunburst Financial Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Sunburst Financial Group, LLC holds 5,696 shares of JPM stock, worth $1.35 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

5,696

Previous 5,651 0.8%

Holding current value

$1.35 Million

Previous $1.14 Million 5.08%

% of portfolio

0.32%

Previous 0.33%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$194.9 - $224.8 $8,770 - $10,116	45 Added 0.8%	5,696 $1.2 Million
Q2 2024 Jul 12, 2024	BUY	$180.08 - $204.79 $48,261 - $54,883	268 Added 4.98%	5,651 $1.14 Million
Q1 2024 Apr 15, 2024	BUY	$167.09 - $200.3 $8,688 - $10,415	52 Added 0.98%	5,383 $1.08 Million
Q4 2023 Jan 08, 2024	BUY	$135.69 - $170.3 $117,236 - $147,139	864 Added 19.34%	5,331 $906,000
Q3 2023 Oct 19, 2023	BUY	$143.21 - $158.0 $22,054 - $24,332	154 Added 3.57%	4,467 $647,000
Q2 2023 Jul 11, 2023	BUY	$127.47 - $145.44 $34,671 - $39,559	272 Added 6.73%	4,313 $627,000
Q1 2023 May 08, 2023	SELL	$124.91 - $143.8 $19,111 - $22,001	-153 Reduced 3.65%	4,041 $526,000
Q4 2022 Jan 20, 2023	BUY	$101.96 - $137.84 $305 - $413	3 Added 0.07%	4,194 $0
Q3 2022 Oct 13, 2022	BUY	$20.73 - $120.58 $2,466 - $14,349	119 Added 2.92%	4,191 $438,000
Q2 2022 Jul 29, 2022	BUY	$112.61 - $135.91 $2,590 - $3,125	23 Added 0.57%	4,072 $459,000
Q1 2022 May 06, 2022	BUY	$128.3 - $168.44 $49,780 - $65,354	388 Added 10.6%	4,049 $552,000
Q4 2021 Feb 02, 2022	BUY	$153.94 - $171.78 $77,431 - $86,405	503 Added 15.93%	3,661 $580,000
Q3 2021 Nov 09, 2021	BUY	$146.97 - $166.98 $146 - $166	1 Added 0.03%	3,158 $517,000
Q2 2021 Jul 23, 2021	SELL	$147.37 - $166.44 $58,505 - $66,076	-397 Reduced 11.17%	3,157 $491,000
Q1 2021 Apr 29, 2021	BUY	$125.65 - $157.65 $47,872 - $60,064	381 Added 12.01%	3,554 $541,000
Q4 2020 Jan 20, 2021	SELL	$96.54 - $127.07 $61,206 - $80,562	-634 Reduced 16.65%	3,173 $403,000
Q3 2020 Oct 16, 2020	SELL	$91.28 - $103.82 $10,132 - $11,524	-111 Reduced 2.83%	3,807 $367,000
Q2 2020 Aug 13, 2020	BUY	$84.03 - $113.45 $28,066 - $37,892	334 Added 9.32%	3,918 $369,000
Q1 2020 May 04, 2020	BUY	$79.03 - $141.09 $4,030 - $7,195	51 Added 1.44%	3,584 $323,000
Q4 2019 Jan 30, 2020	BUY	$111.82 - $139.4 $395,060 - $492,500	3,533 New	3,533 $493,000

Others Institutions Holding JPM

# of Institutions

4,616

Shares Held

1.95B

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 $697B
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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Sunburst Financial Group, LLC Jpmorgan Chase & CO Transaction History