A detailed history of Sage View Advisory Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 32,679 shares of JPM stock, worth $7.92 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
32,679
Previous 42,563 23.22%
Holding current value
$7.92 Million
Previous $8.61 Billion 19.96%
% of portfolio
0.35%
Previous 0.4%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$194.9 - $224.8 $1.93 Million - $2.22 Million
-9,884 Reduced 23.22%
32,679 $6.89 Billion
Q2 2024

Aug 14, 2024

BUY
$180.08 - $204.79 $7.66 Million - $8.72 Million
42,563 New
42,563 $8.61 Billion
Q4 2023

Feb 09, 2024

BUY
$135.69 - $170.3 $1.37 Million - $1.72 Million
10,084 Added 30.64%
42,994 $7.58 Billion
Q3 2023

Nov 02, 2023

SELL
$143.21 - $158.0 $50,409 - $55,616
-352 Reduced 1.06%
32,910 $4.77 Billion
Q2 2023

Aug 11, 2023

BUY
$127.47 - $145.44 $357,425 - $407,813
2,804 Added 9.21%
33,262 $4.84 Billion
Q1 2023

May 01, 2023

BUY
$124.91 - $143.8 $1.27 Million - $1.47 Million
10,188 Added 50.26%
30,458 $3.97 Billion
Q4 2022

Feb 14, 2023

BUY
$101.96 - $137.84 $2.07 Million - $2.79 Million
20,270 New
20,270 $2.72 Billion

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 $711B
  • 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
Track This Portfolio

Track Sage View Advisory Group, LLC Portfolio

Follow Sage View Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sage View Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage View Advisory Group, LLC with notifications on news.