A detailed history of Sweet Financial Partners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Sweet Financial Partners, LLC holds 3,377 shares of JPM stock, worth $683,032. This represents 0.16% of its overall portfolio holdings.

Number of Shares
3,377
Previous 4,629 27.05%
Holding current value
$683,032
Previous $787,000 14.1%
% of portfolio
0.16%
Previous 0.19%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024

SELL
$167.09 - $200.3 $209,196 - $250,775
-1,252 Reduced 27.05%
3,377 $676,000
Q4 2023

Jan 12, 2024

SELL
$135.69 - $170.3 $8,819 - $11,069
-65 Reduced 1.38%
4,629 $787,000
Q3 2023

Oct 23, 2023

SELL
$143.21 - $158.0 $16,898 - $18,644
-118 Reduced 2.45%
4,694 $680,000
Q2 2023

Jul 24, 2023

SELL
$127.47 - $145.44 $7,393 - $8,435
-58 Reduced 1.19%
4,812 $699,000
Q1 2023

Apr 14, 2023

SELL
$124.91 - $143.8 $32,476 - $37,388
-260 Reduced 5.07%
4,870 $634,000
Q4 2022

Jan 19, 2023

BUY
$101.96 - $137.84 $77,897 - $105,309
764 Added 17.5%
5,130 $0
Q3 2022

Nov 10, 2022

SELL
$20.73 - $120.58 $72,969 - $424,441
-3,520 Reduced 44.64%
4,366 $456,000
Q2 2022

Aug 03, 2022

BUY
$112.61 - $135.91 $259,903 - $313,680
2,308 Added 41.38%
7,886 $888,000
Q1 2022

Apr 22, 2022

BUY
$128.3 - $168.44 $437,759 - $574,717
3,412 Added 157.53%
5,578 $760,000
Q4 2021

Feb 07, 2022

BUY
$153.94 - $171.78 $333,434 - $372,075
2,166 New
2,166 $343,000

Others Institutions Holding JPM

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 ...
More about JPM
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