Sovereign Financial Group, Inc. Jpmorgan Chase & CO Transaction History

Sovereign Financial Group, Inc.

$421 Million
Q3 2024

A detailed history of Sovereign Financial Group, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 5,588 shares of JPM stock, worth $1.35 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

5,588

Previous 5,471 2.14%

Holding current value

$1.35 Million

Previous $1.11 Million 6.42%

% of portfolio

0.28%

Previous 0.28%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$194.9 - $224.8 $22,803 - $26,301	117 Added 2.14%	5,588 $1.18 Million
Q2 2024 Jul 15, 2024	BUY	$180.08 - $204.79 $55,464 - $63,075	308 Added 5.97%	5,471 $1.11 Million
Q1 2024 Apr 15, 2024	BUY	$167.09 - $200.3 $69,008 - $82,723	413 Added 8.69%	5,163 $1.03 Million
Q4 2023 Feb 06, 2024	BUY	$135.69 - $170.3 $66,216 - $83,106	488 Added 11.45%	4,750 $807,000
Q3 2023 Nov 03, 2023	SELL	$143.21 - $158.0 $80,913 - $89,270	-565 Reduced 11.7%	4,262 $618,000
Q2 2023 Jul 31, 2023	BUY	$127.47 - $145.44 $39,005 - $44,504	306 Added 6.77%	4,827 $702,000
Q1 2023 May 04, 2023	SELL	$124.91 - $143.8 $2,623 - $3,019	-21 Reduced 0.46%	4,521 $589,000
Q4 2022 Feb 13, 2023	BUY	$101.96 - $137.84 $51,999 - $70,298	510 Added 12.65%	4,542 $609,000
Q3 2022 Nov 14, 2022	SELL	$20.73 - $120.58 $953 - $5,546	-46 Reduced 1.13%	4,032 $421,000
Q2 2022 Aug 15, 2022	BUY	$112.61 - $135.91 $19,143 - $23,104	170 Added 4.35%	4,078 $459,000
Q1 2022 May 16, 2022	BUY	$128.3 - $168.44 $74,927 - $98,368	584 Added 17.57%	3,908 $533,000
Q4 2021 Feb 15, 2022	BUY	$153.94 - $171.78 $231,525 - $258,357	1,504 Added 82.64%	3,324 $526,000
Q3 2021 Nov 12, 2021	SELL	$146.97 - $166.98 $68,781 - $78,146	-468 Reduced 20.45%	1,820 $298,000
Q1 2021 May 17, 2021	BUY	$125.65 - $157.65 $76,772 - $96,324	611 Added 36.43%	2,288 $348,000
Q4 2020 Feb 16, 2021	BUY	$96.54 - $127.07 $161,897 - $213,096	1,677 New	1,677 $213,000

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

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 ...

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Sovereign Financial Group, Inc. Jpmorgan Chase & CO Transaction History