Sfe Investment Counsel Jpmorgan Chase & CO Transaction History

Sfe Investment Counsel

  • $462 Million
  • Q3 2024

A detailed history of Sfe Investment Counsel transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Sfe Investment Counsel holds 66,599 shares of JPM stock, worth $16.1 Million. This represents 3.04% of its overall portfolio holdings.

Number of Shares
66,599
Previous 67,628 1.52%
Holding current value
$16.1 Million
Previous $13.7 Million 2.62%
% of portfolio
3.04%
Previous 3.13%

Shares

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

Oct 24, 2024
SELL
$194.9 - $224.8 $200,552 - $231,319
-1,029 Reduced 1.52%
66,599 $14 Million
Q2 2024

Aug 05, 2024
SELL
$180.08 - $204.79 $564,190 - $641,607
-3,133 Reduced 4.43%
67,628 $13.7 Million
Q1 2024

May 03, 2024
SELL
$167.09 - $200.3 $92,902 - $111,366
-556 Reduced 0.78%
70,761 $14.2 Million
Q4 2023

Jan 31, 2024
SELL
$135.69 - $170.3 $324,841 - $407,698
-2,394 Reduced 3.25%
71,317 $12.1 Million
Q3 2023

Oct 24, 2023
SELL
$143.21 - $158.0 $128,316 - $141,568
-896 Reduced 1.2%
73,711 $10.7 Million
Q2 2023

Jul 24, 2023
SELL
$127.47 - $145.44 $56,851 - $64,866
-446 Reduced 0.59%
74,607 $10.9 Million
Q1 2023

May 08, 2023
BUY
$124.91 - $143.8 $133,278 - $153,434
1,067 Added 1.44%
75,053 $9.78 Million
Q4 2022

Feb 09, 2023
SELL
$101.96 - $137.84 $319,440 - $431,852
-3,133 Reduced 4.06%
73,986 $9.92 Million
Q3 2022

Nov 14, 2022
BUY
$20.73 - $120.58 $62,065 - $361,016
2,994 Added 4.04%
77,119 $8.06 Million
Q2 2022

Aug 10, 2022
BUY
$112.61 - $135.91 $417,557 - $503,954
3,708 Added 5.27%
74,125 $8.35 Million
Q1 2022

May 06, 2022
BUY
$128.3 - $168.44 $617,636 - $810,870
4,814 Added 7.34%
70,417 $9.6 Million
Q4 2021

Feb 07, 2022
BUY
$153.94 - $171.78 $330,663 - $368,983
2,148 Added 3.39%
65,603 $10.4 Million
Q3 2021

Nov 12, 2021
SELL
$146.97 - $166.98 $312,752 - $355,333
-2,128 Reduced 3.24%
63,455 $10.4 Million
Q2 2021

Aug 10, 2021
SELL
$147.37 - $166.44 $474,236 - $535,603
-3,218 Reduced 4.68%
65,583 $10.2 Million
Q1 2021

Apr 30, 2021
SELL
$125.65 - $157.65 $4,272 - $5,360
-34 Reduced 0.05%
68,801 $10.5 Million
Q4 2020

Feb 04, 2021
BUY
$96.54 - $127.07 $450,166 - $592,527
4,663 Added 7.27%
68,835 $8.75 Million
Q3 2020

Nov 09, 2020
BUY
$91.28 - $103.82 $1.54 Million - $1.76 Million
16,922 Added 35.81%
64,172 $6.18 Million
Q2 2020

Aug 05, 2020
BUY
$84.03 - $113.45 $737,867 - $996,204
8,781 Added 22.83%
47,250 $4.44 Million
Q1 2020

May 04, 2020
SELL
$79.03 - $141.09 $134,271 - $239,711
-1,699 Reduced 4.23%
38,469 $3.46 Million
Q4 2019

Jan 17, 2020
SELL
$111.82 - $139.4 $85,765 - $106,919
-767 Reduced 1.87%
40,168 $5.6 Million
Q3 2019

Oct 31, 2019
BUY
$104.8 - $120.23 $352,442 - $404,333
3,363 Added 8.95%
40,935 $4.82 Million
Q2 2019

Jul 26, 2019
BUY
$104.64 - $116.12 $449,742 - $499,083
4,298 Added 12.92%
37,572 $4.2 Million
Q1 2019

May 08, 2019
BUY
$97.11 - $107.19 $1.44 Million - $1.59 Million
14,869 Added 80.79%
33,274 $3.37 Million
Q4 2018

Feb 07, 2019
BUY
$92.14 - $115.32 $384,315 - $480,999
4,171 Added 29.3%
18,405 $1.8 Million
Q3 2018

Oct 31, 2018
BUY
$103.61 - $118.63 $783,498 - $897,080
7,562 Added 113.34%
14,234 $1.61 Million
Q2 2018

Jul 30, 2018
BUY
$103.24 - $114.29 $9,085 - $10,057
88 Added 1.34%
6,672 $695,000
Q1 2018

May 01, 2018
SELL
$107.01 - $118.77 $7,062 - $7,838
-66 Reduced 0.99%
6,584 $724,000
Q4 2017

Feb 06, 2018
BUY
$95.86 - $107.83 $143,790 - $161,745
1,500 Added 29.13%
6,650 $711,000
Q3 2017

Nov 01, 2017
BUY
$88.42 - $95.51 $455,363 - $491,876
5,150
5,150 $492,000

Others Institutions Holding JPM

# of Institutions
4,616
Shares Held
1.95B
Call Options Held
29.8M
Put Options Held
35.7M
View Full List

About JPMORGAN CHASE & CO

JPM Quotes by TradingView
  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $708B
  • 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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