Surevest, LLC Jpmorgan Chase & CO Transaction History

Surevest, LLC

$368 Million
Q3 2022

A detailed history of Surevest, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Surevest, LLC holds 9,267 shares of JPM stock, worth $2.31 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

9,267

Previous 11,151 16.9%

Holding current value

$2.31 Million

Previous $1.26 Million 22.93%

% of portfolio

0.26%

Previous 0.33%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	SELL	$20.73 - $120.58 $39,055 - $227,172	-1,884 Reduced 16.9%	9,267 $968,000
Q2 2022 Aug 15, 2022	SELL	$112.61 - $135.91 $353,370 - $426,485	-3,138 Reduced 21.96%	11,151 $1.26 Million
Q1 2022 May 16, 2022	SELL	$128.3 - $168.44 $3.09 Million - $4.06 Million	-24,090 Reduced 62.77%	14,289 $1.95 Million
Q4 2021 Feb 11, 2022	SELL	$153.94 - $171.78 $116,994 - $130,552	-760 Reduced 1.94%	38,379 $6.08 Million
Q3 2021 Oct 13, 2021	BUY	$146.97 - $166.98 $75,395 - $85,660	513 Added 1.33%	39,139 $6.41 Million
Q2 2021 Aug 06, 2021	BUY	$147.37 - $166.44 $675,544 - $762,960	4,584 Added 13.47%	38,626 $6.01 Million
Q1 2021 Apr 19, 2021	SELL	$125.65 - $157.65 $1.03 Million - $1.3 Million	-8,234 Reduced 19.48%	34,042 $5.18 Million
Q4 2020 Feb 04, 2021	BUY	$96.54 - $127.07 $504,035 - $663,432	5,221 Added 14.09%	42,276 $5.37 Million
Q3 2020 Oct 16, 2020	BUY	$91.28 - $103.82 $775,332 - $881,847	8,494 Added 29.74%	37,055 $3.57 Million
Q2 2020 Jul 15, 2020	BUY	$84.03 - $113.45 $425,611 - $574,624	5,065 Added 21.56%	28,561 $2.69 Million
Q1 2020 Apr 16, 2020	BUY	$79.03 - $141.09 $1.66 Million - $2.96 Million	20,988 Added 836.84%	23,496 $2.12 Million
Q4 2019 Jan 14, 2020	SELL	$111.82 - $139.4 $9,504 - $11,849	-85 Reduced 3.28%	2,508 $350,000
Q3 2019 Oct 15, 2019	BUY	$104.8 - $120.23 $17,396 - $19,958	166 Added 6.84%	2,593 $305,000
Q2 2019 Jul 10, 2019	SELL	$104.64 - $116.12 $44,472 - $49,351	-425 Reduced 14.9%	2,427 $271,000
Q1 2019 Apr 09, 2019	SELL	$97.11 - $107.19 $26,219 - $28,941	-270 Reduced 8.65%	2,852 $289,000
Q4 2018 Feb 20, 2019	BUY	$92.14 - $115.32 $287,661 - $360,029	3,122 New	3,122 $305,000

Others Institutions Holding JPM

# of Institutions

4,615

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 $733B
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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