A detailed history of Sheets Smith Wealth Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Sheets Smith Wealth Management holds 22,851 shares of JPM stock, worth $5.54 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
22,851
Previous 23,123 1.18%
Holding current value
$5.54 Million
Previous $4.68 Million 2.99%
% of portfolio
0.6%
Previous 0.56%

Shares

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

Nov 01, 2024

SELL
$194.9 - $224.8 $53,012 - $61,145
-272 Reduced 1.18%
22,851 $4.82 Million
Q2 2024

Jul 30, 2024

SELL
$180.08 - $204.79 $40,878 - $46,487
-227 Reduced 0.97%
23,123 $4.68 Million
Q1 2024

May 08, 2024

BUY
$167.09 - $200.3 $23,058 - $27,641
138 Added 0.59%
23,350 $4.68 Million
Q4 2023

Feb 06, 2024

SELL
$135.69 - $170.3 $84,399 - $105,926
-622 Reduced 2.61%
23,212 $3.95 Million
Q3 2023

Oct 23, 2023

BUY
$143.21 - $158.0 $12,172 - $13,430
85 Added 0.36%
23,834 $3.46 Million
Q2 2023

Aug 09, 2023

SELL
$127.47 - $145.44 $772,468 - $881,366
-6,060 Reduced 20.33%
23,749 $3.45 Million
Q1 2023

May 26, 2023

BUY
$124.91 - $143.8 $3.71 Million - $4.27 Million
29,679 Added 22830.0%
29,809 $3.88 Million
Q1 2023

May 12, 2023

SELL
$124.91 - $143.8 $3.8 Million - $4.38 Million
-30,444 Reduced 99.57%
130 $16,000
Q4 2022

Mar 08, 2023

BUY
$101.96 - $137.84 $7,952 - $10,751
78 Added 0.26%
30,574 $4.1 Million
Q3 2022

Nov 01, 2022

BUY
$20.73 - $120.58 $83,687 - $486,781
4,037 Added 15.26%
30,496 $3.19 Million
Q2 2022

Jul 27, 2022

SELL
$112.61 - $135.91 $396,387 - $478,403
-3,520 Reduced 11.74%
26,459 $2.98 Million
Q1 2022

May 02, 2022

BUY
$128.3 - $168.44 $9,494 - $12,464
74 Added 0.25%
29,979 $4.09 Million
Q4 2021

Jan 20, 2022

BUY
$153.94 - $171.78 $22,629 - $25,251
147 Added 0.49%
29,905 $4.74 Million
Q3 2021

Oct 15, 2021

BUY
$146.97 - $166.98 $46,736 - $53,099
318 Added 1.08%
29,758 $4.87 Million
Q2 2021

Aug 03, 2021

BUY
$147.37 - $166.44 $51,432 - $58,087
349 Added 1.2%
29,440 $4.58 Million
Q1 2021

Apr 23, 2021

BUY
$125.65 - $157.65 $29,653 - $37,205
236 Added 0.82%
29,091 $4.43 Million
Q4 2020

Jan 13, 2021

BUY
$96.54 - $127.07 $169,331 - $222,880
1,754 Added 6.47%
28,855 $3.67 Million
Q3 2020

Oct 26, 2020

BUY
$91.28 - $103.82 $89,363 - $101,639
979 Added 3.75%
27,101 $2.61 Million
Q2 2020

Jul 17, 2020

SELL
$84.03 - $113.45 $504 - $680
-6 Reduced 0.02%
26,122 $2.46 Million
Q1 2020

Apr 28, 2020

BUY
$79.03 - $141.09 $40,779 - $72,802
516 Added 2.01%
26,128 $2.35 Million
Q4 2019

Jan 24, 2020

BUY
$111.82 - $139.4 $82,075 - $102,319
734 Added 2.95%
25,612 $3.57 Million
Q3 2019

Oct 28, 2019

SELL
$104.8 - $120.23 $340,809 - $390,987
-3,252 Reduced 11.56%
24,878 $2.93 Million
Q2 2019

Jul 12, 2019

SELL
$104.64 - $116.12 $36,937 - $40,990
-353 Reduced 1.24%
28,130 $3.15 Million
Q1 2019

May 13, 2019

BUY
$97.11 - $107.19 $193,151 - $213,200
1,989 Added 7.51%
28,483 $2.88 Million
Q4 2018

Jan 11, 2019

BUY
$92.14 - $115.32 $253,661 - $317,475
2,753 Added 11.6%
26,494 $2.59 Million
Q3 2018

Oct 15, 2018

BUY
$103.61 - $118.63 $414 - $474
4 Added 0.02%
23,741 $2.68 Million
Q2 2018

Jul 26, 2018

BUY
$103.24 - $114.29 $21,680 - $24,000
210 Added 0.89%
23,737 $2.47 Million
Q1 2018

Apr 09, 2018

BUY
$107.01 - $118.77 $32,103 - $35,631
300 Added 1.29%
23,527 $2.59 Million
Q4 2017

Jan 12, 2018

SELL
$95.86 - $107.83 $64,705 - $72,785
-675 Reduced 2.82%
23,227 $2.48 Million
Q3 2017

Oct 12, 2017

BUY
$88.42 - $95.51 $2.11 Million - $2.28 Million
23,902
23,902 $2.28 Million

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
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