A detailed history of Southeast Asset Advisors Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Southeast Asset Advisors Inc. holds 4,679 shares of JPM stock, worth $1.05 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
4,679
Previous 4,677 0.04%
Holding current value
$1.05 Million
Previous $936,000 1.07%
% of portfolio
0.11%
Previous 0.11%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$180.08 - $204.79 $360 - $409
2 Added 0.04%
4,679 $946,000
Q1 2024

May 14, 2024

BUY
$167.09 - $200.3 $501 - $600
3 Added 0.06%
4,677 $936,000
Q4 2023

Feb 13, 2024

SELL
$135.69 - $170.3 $37,314 - $46,832
-275 Reduced 5.56%
4,674 $795,000
Q3 2023

Nov 14, 2023

BUY
$143.21 - $158.0 $49,407 - $54,510
345 Added 7.49%
4,949 $717,000
Q2 2023

Aug 10, 2023

BUY
$127.47 - $145.44 $764 - $872
6 Added 0.13%
4,604 $669,000
Q1 2023

May 11, 2023

BUY
$124.91 - $143.8 $21,234 - $24,446
170 Added 3.84%
4,598 $599,000
Q4 2022

Feb 09, 2023

SELL
$101.96 - $137.84 $50,368 - $68,092
-494 Reduced 10.04%
4,428 $593,000
Q3 2022

Nov 04, 2022

SELL
$20.73 - $120.58 $6,426 - $37,379
-310 Reduced 5.93%
4,922 $514,000
Q2 2022

Aug 15, 2022

BUY
$112.61 - $135.91 $20,269 - $24,463
180 Added 3.56%
5,232 $589,000
Q1 2022

May 13, 2022

SELL
$128.3 - $168.44 $1,924 - $2,526
-15 Reduced 0.3%
5,052 $689,000
Q4 2021

Feb 14, 2022

BUY
$153.94 - $171.78 $32,173 - $35,902
209 Added 4.3%
5,067 $802,000
Q3 2021

Nov 15, 2021

BUY
$146.97 - $166.98 $52,615 - $59,778
358 Added 7.96%
4,858 $795,000
Q2 2021

Aug 13, 2021

BUY
$147.37 - $166.44 $106,843 - $120,669
725 Added 19.21%
4,500 $700,000
Q1 2021

May 13, 2021

SELL
$125.65 - $157.65 $37,443 - $46,979
-298 Reduced 7.32%
3,775 $575,000
Q4 2020

Feb 16, 2021

BUY
$96.54 - $127.07 $68,253 - $89,838
707 Added 21.0%
4,073 $518,000
Q3 2020

Nov 12, 2020

SELL
$91.28 - $103.82 $73,115 - $83,159
-801 Reduced 19.22%
3,366 $324,000
Q2 2020

Aug 14, 2020

BUY
$84.03 - $113.45 $57,224 - $77,259
681 Added 19.54%
4,167 $392,000
Q1 2020

Apr 10, 2020

BUY
$79.03 - $141.09 $42,676 - $76,188
540 Added 18.33%
3,486 $314,000
Q4 2019

Feb 14, 2020

BUY
$111.82 - $139.4 $17,108 - $21,328
153 Added 5.48%
2,946 $411,000
Q3 2019

Nov 14, 2019

BUY
$104.8 - $120.23 $21,379 - $24,526
204 Added 7.88%
2,793 $329,000
Q2 2019

Aug 14, 2019

BUY
$104.64 - $116.12 $44,785 - $49,699
428 Added 19.81%
2,589 $289,000
Q1 2019

May 15, 2019

BUY
$97.11 - $107.19 $2,330 - $2,572
24 Added 1.12%
2,161 $219,000
Q4 2018

Feb 13, 2019

BUY
$92.14 - $115.32 $368 - $461
4 Added 0.19%
2,137 $209,000
Q3 2017

Nov 14, 2017

BUY
$88.42 - $95.51 $188,599 - $203,722
2,133
2,133 $204,000

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 $659B
  • 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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