Strategic Wealth Investment Group, LLC Jpmorgan Chase & CO Transaction History

Strategic Wealth Investment Group, LLC

$876 Million
Q3 2024

A detailed history of Strategic Wealth Investment Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Strategic Wealth Investment Group, LLC holds 101,648 shares of JPM stock, worth $24.6 Million. This represents 2.45% of its overall portfolio holdings.

Number of Shares

101,648

Previous 72,868 39.5%

Holding current value

$24.6 Million

Previous $14.7 Million 45.37%

% of portfolio

2.45%

Previous 1.93%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$194.9 - $224.8 $5.61 Million - $6.47 Million	28,780 Added 39.5%	101,648 $21.4 Million
Q2 2024 Aug 13, 2024	SELL	$180.08 - $204.79 $822,605 - $935,480	-4,568 Reduced 5.9%	72,868 $14.7 Million
Q4 2023 Jan 16, 2024	BUY	$135.69 - $170.3 $802,742 - $1.01 Million	5,916 Added 8.27%	77,436 $13.2 Million
Q3 2023 Nov 03, 2023	SELL	$143.21 - $158.0 $749,131 - $826,498	-5,231 Reduced 6.82%	71,520 $10.4 Million
Q2 2023 Jul 17, 2023	BUY	$127.47 - $145.44 $1.42 Million - $1.62 Million	11,172 Added 17.04%	76,751 $11.2 Million
Q1 2023 Apr 24, 2023	BUY	$124.91 - $143.8 $6.45 Million - $7.43 Million	51,664 Added 371.28%	65,579 $8.55 Million
Q1 2023 Apr 20, 2023	SELL	$124.91 - $143.8 $5.59 Million - $6.43 Million	-44,721 Reduced 76.27%	13,915 $1.81 Million
Q4 2022 Jan 27, 2023	BUY	$101.96 - $137.84 $759,907 - $1.03 Million	7,453 Added 14.56%	58,636 $0
Q3 2022 Oct 21, 2022	BUY	$20.73 - $120.58 $118,368 - $688,511	5,710 Added 12.56%	51,183 $5.35 Million
Q2 2022 Aug 08, 2022	BUY	$112.61 - $135.91 $1.03 Million - $1.25 Million	9,173 Added 25.27%	45,473 $5.12 Million
Q1 2022 Apr 26, 2022	BUY	$128.3 - $168.44 $800,207 - $1.05 Million	6,237 Added 20.75%	36,300 $4.95 Million
Q4 2021 Jan 21, 2022	BUY	$153.94 - $171.78 $746,147 - $832,617	4,847 Added 19.22%	30,063 $4.76 Million
Q3 2021 Nov 15, 2021	BUY	$146.97 - $166.98 $830,968 - $944,104	5,654 Added 28.9%	25,216 $4.12 Million
Q2 2021 Jul 16, 2021	BUY	$147.37 - $166.44 $585,501 - $661,266	3,973 Added 25.49%	19,562 $3.04 Million
Q1 2021 Apr 22, 2021	BUY	$125.65 - $157.65 $153,293 - $192,333	1,220 Added 8.49%	15,589 $2.37 Million
Q4 2020 Jan 26, 2021	BUY	$96.54 - $127.07 $468,894 - $617,178	4,857 Added 51.06%	14,369 $1.83 Million
Q4 2020 Jan 15, 2021	SELL	$96.54 - $127.07 $404,888 - $532,931	-4,194 Reduced 30.6%	9,512 $1.21 Million
Q3 2020 Nov 03, 2020	BUY	$91.28 - $103.82 $66,999 - $76,203	734 Added 5.66%	13,706 $1.32 Million
Q2 2020 Jul 13, 2020	BUY	$84.03 - $113.45 $276,206 - $372,910	3,287 Added 33.94%	12,972 $1.22 Million
Q1 2020 Apr 20, 2020	SELL	$79.03 - $141.09 $79,425 - $141,795	-1,005 Reduced 9.4%	9,685 $872,000
Q4 2019 Feb 11, 2020	BUY	$111.82 - $139.4 $1.2 Million - $1.49 Million	10,690 New	10,690 $1.49 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 $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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Strategic Wealth Investment Group, LLC Jpmorgan Chase & CO Transaction History