A detailed history of Sunbelt Securities, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Sunbelt Securities, Inc. holds 27,755 shares of JPM stock, worth $6.73 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares
27,755
Previous 28,821 3.7%
Holding current value
$6.73 Million
Previous $5.83 Million 0.36%
% of portfolio
0.63%
Previous 0.65%

Shares

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

Nov 18, 2024

SELL
$194.9 - $224.8 $207,763 - $239,636
-1,066 Reduced 3.7%
27,755 $5.85 Million
Q2 2024

Aug 15, 2024

BUY
$180.08 - $204.79 $52,583 - $59,798
292 Added 1.02%
28,821 $5.83 Million
Q1 2024

Apr 15, 2024

BUY
$167.09 - $200.3 $55,473 - $66,499
332 Added 1.18%
28,529 $5.71 Million
Q4 2023

Feb 14, 2024

SELL
$135.69 - $170.3 $128,362 - $161,103
-946 Reduced 3.25%
28,197 $4.8 Million
Q3 2023

Dec 11, 2023

BUY
$143.21 - $158.0 $192,617 - $212,510
1,345 Added 4.84%
29,143 $4.23 Million
Q2 2023

Aug 15, 2023

SELL
$127.47 - $145.44 $36,838 - $42,032
-289 Reduced 1.03%
27,798 $4.04 Million
Q1 2023

May 17, 2023

BUY
$124.91 - $143.8 $303,531 - $349,434
2,430 Added 9.47%
28,087 $3.66 Million
Q4 2022

Feb 08, 2023

SELL
$101.96 - $137.84 $119,701 - $161,824
-1,174 Reduced 4.38%
25,657 $3.44 Million
Q3 2022

Nov 21, 2022

BUY
$20.73 - $120.58 $6,737 - $39,188
325 Added 1.23%
26,831 $2.8 Million
Q2 2022

Oct 03, 2022

BUY
$112.61 - $135.91 $365,532 - $441,163
3,246 Added 13.96%
26,506 $2.99 Million
Q1 2022

May 16, 2022

SELL
$128.3 - $168.44 $1.1 Million - $1.45 Million
-8,600 Reduced 26.99%
23,260 $3.27 Million
Q4 2021

Feb 14, 2022

SELL
$153.94 - $171.78 $489,067 - $545,745
-3,177 Reduced 9.07%
31,860 $4.97 Million
Q2 2021

Jul 29, 2021

SELL
$147.37 - $166.44 $37,579 - $42,442
-255 Reduced 0.72%
35,037 $5.32 Million
Q1 2021

May 27, 2021

SELL
$125.65 - $157.65 $201,542 - $252,870
-1,604 Reduced 4.35%
35,292 $5.37 Million
Q4 2020

Feb 09, 2021

BUY
$96.54 - $127.07 $536,472 - $706,127
5,557 Added 17.73%
36,896 $4.69 Million
Q3 2020

Nov 17, 2020

SELL
$91.28 - $103.82 $61,796 - $70,286
-677 Reduced 2.11%
31,339 $3.02 Million
Q2 2020

Aug 14, 2020

BUY
$84.03 - $113.45 $28,570 - $38,573
340 Added 1.07%
32,016 $3.01 Million
Q1 2020

May 15, 2020

SELL
$79.03 - $141.09 $4.65 Million - $8.3 Million
-58,795 Reduced 64.99%
31,676 $2.85 Million
Q4 2019

Feb 14, 2020

SELL
$111.82 - $139.4 $592,198 - $738,262
-5,296 Reduced 5.53%
90,471 $3.15 Billion
Q3 2019

Nov 15, 2019

BUY
$104.8 - $120.23 $6.74 Million - $7.74 Million
64,338 Added 204.71%
95,767 $11.3 Million
Q2 2019

Aug 01, 2019

BUY
$104.64 - $116.12 $145,449 - $161,406
1,390 Added 4.63%
31,429 $3.51 Million
Q1 2019

May 15, 2019

BUY
$97.11 - $107.19 $199,949 - $220,704
2,059 Added 7.36%
30,039 $3.04 Million
Q4 2018

Feb 14, 2019

SELL
$92.14 - $115.32 $285,910 - $357,837
-3,103 Reduced 9.98%
27,980 $2.73 Million
Q3 2018

Nov 14, 2018

BUY
$103.61 - $118.63 $35,227 - $40,334
340 Added 1.11%
31,083 $3.51 Million
Q2 2018

Aug 08, 2018

BUY
$103.24 - $114.29 $1.74 Million - $1.92 Million
16,824 Added 120.87%
30,743 $3.2 Million
Q1 2018

May 09, 2018

BUY
$107.01 - $118.77 $49,438 - $54,871
462 Added 3.43%
13,919 $1.53 Million
Q4 2017

Feb 06, 2018

BUY
$95.86 - $107.83 $1.29 Million - $1.45 Million
13,457
13,457 $1.44 Million

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 $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 ...
More about JPM
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