Sowell Financial Services LLC Jpmorgan Chase & CO Transaction History

Sowell Financial Services LLC

  • $2.1 Billion
  • Q3 2024

A detailed history of Sowell Financial Services LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Sowell Financial Services LLC holds 74,666 shares of JPM stock, worth $17.8 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
74,666
Previous 78,312 4.66%
Holding current value
$17.8 Million
Previous $15.8 Million 0.64%
% of portfolio
0.75%
Previous 0.77%

Shares

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

Oct 04, 2024
SELL
$194.9 - $224.8 $710,605 - $819,620
-3,646 Reduced 4.66%
74,666 $15.7 Million
Q2 2024

Aug 13, 2024
SELL
$180.08 - $204.79 $890,315 - $1.01 Million
-4,944 Reduced 5.94%
78,312 $15.8 Million
Q1 2024

May 03, 2024
SELL
$167.09 - $200.3 $511,128 - $612,717
-3,059 Reduced 3.54%
83,256 $16.7 Million
Q4 2023

Jan 24, 2024
SELL
$135.69 - $170.3 $72,729 - $91,280
-536 Reduced 0.62%
86,315 $14.7 Million
Q3 2023

Nov 08, 2023
BUY
$143.21 - $158.0 $2.17 Million - $2.4 Million
15,178 Added 21.18%
86,851 $12.6 Million
Q2 2023

Aug 14, 2023
BUY
$127.47 - $145.44 $1.67 Million - $1.91 Million
13,105 Added 22.38%
71,673 $10.4 Million
Q1 2023

May 12, 2023
SELL
$124.91 - $143.8 $1.35 Million - $1.56 Million
-10,833 Reduced 15.61%
58,568 $7.63 Million
Q4 2022

Feb 09, 2023
BUY
$101.96 - $137.84 $812,417 - $1.1 Million
7,968 Added 12.97%
69,401 $9.31 Million
Q3 2022

Nov 15, 2022
BUY
$20.73 - $120.58 $56,219 - $327,012
2,712 Added 4.62%
61,433 $6.42 Million
Q2 2022

Aug 15, 2022
BUY
$112.61 - $135.91 $5.08 Million - $6.13 Million
45,081 Added 330.51%
58,721 $6.61 Million
Q1 2022

May 13, 2022
SELL
$128.3 - $168.44 $6.72 Million - $8.83 Million
-52,411 Reduced 79.35%
13,640 $1.78 Million
Q4 2021

Feb 09, 2022
SELL
$153.94 - $171.78 $1.11 Million - $1.24 Million
-7,241 Reduced 9.88%
66,051 $10.5 Million
Q3 2021

Nov 04, 2021
SELL
$146.97 - $166.98 $810,833 - $921,228
-5,517 Reduced 7.0%
73,292 $12 Million
Q2 2021

Aug 05, 2021
SELL
$147.37 - $166.44 $6.05 Million - $6.84 Million
-41,072 Reduced 34.26%
78,809 $12.3 Million
Q1 2021

May 07, 2021
BUY
$125.65 - $157.65 $2.52 Million - $3.17 Million
20,087 Added 20.13%
119,881 $19.3 Million
Q4 2020

Jan 13, 2021
BUY
$96.54 - $127.07 $271,856 - $357,829
2,816 Added 2.9%
99,794 $12.7 Million
Q3 2020

Nov 12, 2020
SELL
$91.28 - $103.82 $406,834 - $462,725
-4,457 Reduced 4.39%
96,978 $9.34 Million
Q2 2020

Aug 13, 2020
BUY
$84.03 - $113.45 $1.24 Million - $1.68 Million
14,807 Added 17.09%
101,435 $9.54 Million
Q1 2020

May 12, 2020
BUY
$79.03 - $141.09 $383,058 - $683,863
4,847 Added 5.93%
86,628 $7.8 Million
Q4 2019

Feb 07, 2020
BUY
$111.82 - $139.4 $418,206 - $521,356
3,740 Added 4.79%
81,781 $11.4 Million
Q3 2019

Nov 14, 2019
BUY
$104.8 - $120.23 $1.66 Million - $1.9 Million
15,839 Added 25.46%
78,041 $9.19 Million
Q1 2019

May 15, 2019
BUY
$97.11 - $107.19 $883,992 - $975,750
9,103 Added 17.14%
62,202 $0
Q4 2018

Mar 05, 2019
BUY
$92.14 - $115.32 $211,737 - $265,005
2,298 Added 4.52%
53,099 $5.18 Million
Q3 2018

Nov 13, 2018
SELL
$103.61 - $118.63 $76,671 - $87,786
-740 Reduced 1.44%
50,801 $5.73 Million
Q2 2018

Aug 14, 2018
BUY
$103.24 - $114.29 $403,358 - $446,531
3,907 Added 8.2%
51,541 $5.87 Million
Q1 2018

May 10, 2018
BUY
$107.01 - $118.77 $5.1 Million - $5.66 Million
47,634 New
47,634 $5.14 Million

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 $699B
  • 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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