Steward Partners Investment Advisory, LLC Jpmorgan Chase & CO Transaction History

Steward Partners Investment Advisory, LLC

$10.6 Billion
Q3 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 616,824 shares of JPM stock, worth $147 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares

616,824

Previous 559,342 10.28%

Holding current value

$147 Million

Previous $113 Million 14.92%

% of portfolio

1.22%

Previous 1.21%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$194.9 - $224.8 $11.2 Million - $12.9 Million	57,482 Added 10.28%	616,824 $130 Million
Q2 2024 Aug 08, 2024	SELL	$180.08 - $204.79 $1.84 Million - $2.09 Million	-10,221 Reduced 1.79%	559,342 $113 Million
Q1 2024 May 15, 2024	BUY	$167.09 - $200.3 $16.1 Million - $19.3 Million	96,309 Added 20.35%	569,563 $114 Million
Q4 2023 Feb 12, 2024	BUY	$135.69 - $170.3 $816,718 - $1.03 Million	6,019 Added 1.29%	473,254 $80.5 Million
Q3 2023 Nov 13, 2023	SELL	$143.21 - $158.0 $2.71 Million - $2.99 Million	-18,931 Reduced 3.89%	467,235 $67.8 Million
Q2 2023 Aug 14, 2023	BUY	$127.47 - $145.44 $3.1 Million - $3.54 Million	24,358 Added 5.27%	486,166 $70.7 Million
Q1 2023 May 15, 2023	BUY	$124.91 - $143.8 $333,509 - $383,946	2,670 Added 0.58%	461,808 $60.2 Million
Q4 2022 Feb 15, 2023	BUY	$101.96 - $137.84 $4.18 Million - $5.66 Million	41,030 Added 9.81%	459,138 $61.6 Million
Q3 2022 Nov 10, 2022	BUY	$20.73 - $120.58 $709,276 - $4.13 Million	34,215 Added 8.91%	418,108 $43.7 Million
Q2 2022 Aug 04, 2022	SELL	$112.61 - $135.91 $1.67 Million - $2.01 Million	-14,821 Reduced 3.72%	383,893 $43.2 Million
Q1 2022 May 02, 2022	SELL	$128.3 - $168.44 $1.16 Million - $1.52 Million	-9,015 Reduced 2.21%	398,714 $54.4 Million
Q4 2021 Feb 08, 2022	BUY	$153.94 - $171.78 $4.43 Million - $4.94 Million	28,758 Added 7.59%	407,729 $64.6 Million
Q3 2021 Nov 12, 2021	BUY	$146.97 - $166.98 $3.95 Million - $4.49 Million	26,906 Added 7.64%	378,971 $62 Million
Q2 2021 Aug 13, 2021	SELL	$147.37 - $166.44 $361,645 - $408,443	-2,454 Reduced 0.69%	352,065 $54.8 Million
Q1 2021 May 14, 2021	BUY	$125.65 - $157.65 $6.93 Million - $8.69 Million	55,117 Added 18.41%	354,519 $54 Million
Q4 2020 Feb 11, 2021	BUY	$96.54 - $127.07 $236,812 - $311,702	2,453 Added 0.83%	299,402 $38 Million
Q3 2020 Oct 30, 2020	BUY	$91.28 - $103.82 $2.53 Million - $2.88 Million	27,751 Added 10.31%	296,949 $28.6 Million
Q2 2020 Aug 06, 2020	BUY	$84.03 - $113.45 $2.31 Million - $3.12 Million	27,536 Added 11.39%	269,198 $25.3 Million
Q1 2020 Apr 29, 2020	BUY	$79.03 - $141.09 $1.11 Million - $1.98 Million	14,061 Added 6.18%	241,662 $21.8 Million
Q4 2019 Jan 17, 2020	BUY	$111.82 - $139.4 $87,443 - $109,010	782 Added 0.34%	227,601 $31.7 Million
Q3 2019 Oct 30, 2019	BUY	$104.8 - $120.23 $899,603 - $1.03 Million	8,584 Added 3.93%	226,819 $26.7 Million
Q2 2019 Jul 25, 2019	BUY	$104.64 - $116.12 $1.31 Million - $1.45 Million	12,486 Added 6.07%	218,235 $24.4 Million
Q1 2019 Apr 30, 2019	SELL	$97.11 - $107.19 $542,650 - $598,977	-5,588 Reduced 2.64%	205,749 $20.8 Million
Q4 2018 Jan 15, 2019	BUY	$92.14 - $115.32 $1.68 Million - $2.1 Million	18,251 Added 9.45%	211,337 $20.6 Million
Q3 2018 Oct 23, 2018	BUY	$103.61 - $118.63 $3.21 Million - $3.68 Million	30,989 Added 19.12%	193,086 $21.8 Million
Q2 2018 Jul 20, 2018	BUY	$103.24 - $114.29 $1.79 Million - $1.98 Million	17,349 Added 11.99%	162,097 $16.9 Million
Q1 2018 Apr 20, 2018	BUY	$107.01 - $118.77 $1.08 Million - $1.19 Million	10,054 Added 7.46%	144,748 $15.9 Million
Q4 2017 Jan 19, 2018	BUY	$95.86 - $107.83 $3.51 Million - $3.95 Million	36,658 Added 37.39%	134,694 $14.4 Million
Q3 2017 Nov 22, 2017	BUY	$88.42 - $95.51 $844,853 - $912,598	9,555 Added 10.8%	98,036 $9.36 Million
Q2 2017 Nov 22, 2017	BUY	N/A	18,317 Added 26.11%	88,481 $8.09 Million
Q1 2017 Nov 22, 2017	BUY	N/A	23,476 Added 50.28%	70,164 $6.16 Million
Q4 2016 Nov 22, 2017	BUY	N/A	46,688	46,688 $4.03 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

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 ...

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Steward Partners Investment Advisory, LLC Jpmorgan Chase & CO Transaction History