A detailed history of Strategic Wealth Partners, Ltd. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 52,186 shares of JPM stock, worth $12.6 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares
52,186
Previous 49,122 6.24%
Holding current value
$12.6 Million
Previous $9.94 Million 10.71%
% of portfolio
1.16%
Previous 1.05%

Shares

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

Oct 08, 2024

BUY
$194.9 - $224.8 $597,173 - $688,787
3,064 Added 6.24%
52,186 $11 Million
Q2 2024

Oct 08, 2024

SELL
$180.08 - $204.79 $951,182 - $1.08 Million
-5,282 Reduced 9.71%
49,122 $9.94 Million
Q1 2024

May 20, 2024

BUY
$167.09 - $200.3 $450,808 - $540,409
2,698 Added 5.22%
54,404 $10.9 Million
Q4 2023

May 20, 2024

BUY
$135.69 - $170.3 $1.14 Million - $1.43 Million
8,387 Added 19.36%
51,706 $8.8 Million
Q3 2023

May 20, 2024

BUY
$143.21 - $158.0 $90,222 - $99,540
630 Added 1.48%
43,319 $6.28 Million
Q2 2023

May 20, 2024

BUY
$127.47 - $145.44 $53,154 - $60,648
417 Added 0.99%
42,689 $6.21 Million
Q1 2023

Apr 24, 2023

BUY
$124.91 - $143.8 $97,804 - $112,595
783 Added 1.89%
42,272 $5.51 Million
Q4 2022

Apr 24, 2023

BUY
$101.96 - $137.84 $375,110 - $507,113
3,679 Added 9.73%
41,489 $5.56 Million
Q3 2022

Apr 24, 2023

BUY
$20.73 - $120.58 $22,056 - $128,297
1,064 Added 2.9%
37,810 $3.95 Million
Q2 2022

Aug 22, 2022

BUY
$112.61 - $135.91 $118,916 - $143,520
1,056 Added 2.96%
36,746 $4.14 Million
Q1 2022

May 19, 2022

BUY
$128.3 - $168.44 $496,777 - $652,199
3,872 Added 12.17%
35,690 $4.87 Million
Q4 2021

Feb 11, 2022

BUY
$153.94 - $171.78 $305,878 - $341,326
1,987 Added 6.66%
31,818 $5.04 Million
Q3 2021

Nov 12, 2021

BUY
$146.97 - $166.98 $778,500 - $884,493
5,297 Added 21.59%
29,831 $4.88 Million
Q2 2021

Aug 25, 2021

BUY
$147.37 - $166.44 $568,995 - $642,624
3,861 Added 18.68%
24,534 $3.82 Million
Q1 2021

May 24, 2021

BUY
$125.65 - $157.65 $78,782 - $98,846
627 Added 3.13%
20,673 $3.15 Million
Q4 2020

Feb 18, 2021

BUY
$96.54 - $127.07 $78,873 - $103,816
817 Added 4.25%
20,046 $2.55 Million
Q3 2020

Nov 10, 2020

SELL
$91.28 - $103.82 $181,008 - $205,875
-1,983 Reduced 9.35%
19,229 $1.85 Million
Q2 2020

Aug 11, 2020

BUY
$84.03 - $113.45 $481,575 - $650,181
5,731 Added 37.02%
21,212 $2 Million
Q4 2019

Jan 30, 2020

SELL
$111.82 - $139.4 $109,695 - $136,751
-981 Reduced 5.96%
15,481 $2.16 Million
Q3 2019

Oct 28, 2019

BUY
$104.8 - $120.23 $1.12 Million - $1.28 Million
10,640 Added 182.76%
16,462 $191 Million
Q2 2019

Aug 06, 2019

SELL
$104.64 - $116.12 $19,253 - $21,366
-184 Reduced 3.06%
5,822 $652,000
Q1 2019

May 14, 2019

BUY
$97.11 - $107.19 $107,889 - $119,088
1,111 Added 22.7%
6,006 $626,000
Q4 2018

Jan 24, 2019

BUY
$92.14 - $115.32 $29,116 - $36,441
316 Added 6.9%
4,895 $477,000
Q3 2018

Dec 06, 2018

BUY
$103.61 - $118.63 $21,447 - $24,556
207 Added 4.73%
4,579 $517,000
Q2 2018

Sep 04, 2018

BUY
$103.24 - $114.29 $43,877 - $48,573
425 Added 10.77%
4,372 $456,000
Q1 2018

Jul 13, 2018

BUY
$107.01 - $118.77 $422,368 - $468,785
3,947 New
3,947 $434,000

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 $708B
  • 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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