Sws Partners Jpmorgan Chase & CO Transaction History

Sws Partners

$310 Million
Q3 2024

A detailed history of Sws Partners transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Sws Partners holds 14,518 shares of JPM stock, worth $3.55 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares

14,518

Previous 21,720 33.16%

Holding current value

$3.55 Million

Previous $4.39 Million 30.34%

% of portfolio

0.99%

Previous 1.32%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$194.9 - $224.8 $1.4 Million - $1.62 Million	-7,202 Reduced 33.16%	14,518 $3.06 Million
Q2 2024 Jul 17, 2024	SELL	$180.08 - $204.79 $224,199 - $254,963	-1,245 Reduced 5.42%	21,720 $4.39 Million
Q1 2024 Apr 30, 2024	SELL	$167.09 - $200.3 $249,298 - $298,847	-1,492 Reduced 6.1%	22,965 $4.6 Million
Q4 2023 Feb 13, 2024	BUY	$135.69 - $170.3 $156,993 - $197,037	1,157 Added 4.97%	24,457 $4.16 Million
Q3 2023 Nov 09, 2023	BUY	$143.21 - $158.0 $6,730 - $7,426	47 Added 0.2%	23,300 $3.38 Million
Q2 2023 Aug 17, 2023	BUY	$127.47 - $145.44 $2.96 Million - $3.38 Million	23,253 New	23,253 $3.38 Million
Q2 2023 Jul 26, 2023	SELL	$127.47 - $145.44 $175,781 - $200,561	-1,379 Reduced 5.6%	23,253 $3.38 Million
Q1 2023 May 09, 2023	BUY	$124.91 - $143.8 $49,964 - $57,520	400 Added 1.65%	24,632 $3.21 Million
Q4 2022 Jan 30, 2023	SELL	$101.96 - $137.84 $37,929 - $51,276	-372 Reduced 1.51%	24,232 $3.25 Million
Q3 2022 Nov 09, 2022	BUY	$20.73 - $120.58 $11,774 - $68,489	568 Added 2.36%	24,604 $2.57 Million
Q2 2022 Jul 28, 2022	SELL	$112.61 - $135.91 $84,119 - $101,524	-747 Reduced 3.01%	24,036 $2.71 Million
Q1 2022 May 05, 2022	BUY	$128.3 - $168.44 $380,922 - $500,098	2,969 Added 13.61%	24,783 $3.39 Million
Q4 2021 Jan 25, 2022	BUY	$153.94 - $171.78 $628,383 - $701,205	4,082 Added 23.02%	21,814 $3.45 Million
Q3 2021 Nov 08, 2021	BUY	$146.97 - $166.98 $136,241 - $154,790	927 Added 5.52%	17,732 $2.9 Million
Q2 2021 Aug 09, 2021	SELL	$147.37 - $166.44 $845,019 - $954,366	-5,734 Reduced 25.44%	16,805 $2.61 Million
Q1 2021 May 17, 2021	BUY	$125.65 - $157.65 $148,643 - $186,499	1,183 Added 5.54%	22,539 $3.43 Million
Q4 2020 Mar 31, 2021	SELL	$96.54 - $127.07 $72,115 - $94,921	-747 Reduced 3.38%	21,356 $2.71 Million
Q3 2020 Nov 13, 2020	BUY	$91.28 - $103.82 $809,379 - $920,571	8,867 Added 66.99%	22,103 $2.13 Million
Q2 2020 Aug 13, 2020	BUY	$84.03 - $113.45 $595,436 - $803,906	7,086 Added 115.22%	13,236 $1.28 Million
Q1 2020 May 14, 2020	SELL	$79.03 - $141.09 $7,112 - $12,698	-90 Reduced 1.44%	6,150 $554,000
Q3 2019 Nov 21, 2019	SELL	$104.8 - $120.23 $11.9 Million - $13.6 Million	-113,285 Reduced 94.78%	6,240 $807,000
Q3 2019 Nov 15, 2019	BUY	$104.8 - $120.23 $11.8 Million - $13.5 Million	112,251 Added 1543.18%	119,525 $13.5 Million
Q2 2019 Aug 13, 2019	SELL	$104.64 - $116.12 $24,695 - $27,404	-236 Reduced 3.14%	7,274 $834,000
Q4 2018 Feb 04, 2019	SELL	$92.14 - $115.32 $3,040 - $3,805	-33 Reduced 0.44%	7,510 $733,000
Q3 2018 Nov 14, 2018	BUY	$103.61 - $118.63 $103 - $118	1 Added 0.01%	7,543 $851,000
Q2 2018 Aug 13, 2018	BUY	$103.24 - $114.29 $2,787 - $3,085	27 Added 0.36%	7,542 $786,000
Q1 2018 May 15, 2018	BUY	$107.01 - $118.77 $11,450 - $12,708	107 Added 1.44%	7,515 $810,000
Q4 2017 Feb 15, 2018	BUY	$95.86 - $107.83 $710,130 - $798,804	7,408	7,408 $792,000

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 $718B
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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