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 $3.19 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares
14,518
Previous 21,720 33.16%
Holding current value
$3.19 Million
Previous $4.39 Million 30.34%
% of portfolio
0.99%
Previous 1.32%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $645B
  • 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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