A detailed history of Sweet Financial Partners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Sweet Financial Partners, LLC holds 3,089 shares of JPM stock, worth $748,495. This represents 0.15% of its overall portfolio holdings.

Number of Shares
3,089
Previous 3,241 4.69%
Holding current value
$748,495
Previous $655,000 0.61%
% of portfolio
0.15%
Previous 0.15%

Shares

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

Oct 16, 2024

SELL
$194.9 - $224.8 $29,624 - $34,169
-152 Reduced 4.69%
3,089 $651,000
Q2 2024

Jul 18, 2024

SELL
$180.08 - $204.79 $24,490 - $27,851
-136 Reduced 4.03%
3,241 $655,000
Q1 2024

Apr 23, 2024

SELL
$167.09 - $200.3 $209,196 - $250,775
-1,252 Reduced 27.05%
3,377 $676,000
Q4 2023

Jan 12, 2024

SELL
$135.69 - $170.3 $8,819 - $11,069
-65 Reduced 1.38%
4,629 $787,000
Q3 2023

Oct 23, 2023

SELL
$143.21 - $158.0 $16,898 - $18,644
-118 Reduced 2.45%
4,694 $680,000
Q2 2023

Jul 24, 2023

SELL
$127.47 - $145.44 $7,393 - $8,435
-58 Reduced 1.19%
4,812 $699,000
Q1 2023

Apr 14, 2023

SELL
$124.91 - $143.8 $32,476 - $37,388
-260 Reduced 5.07%
4,870 $634,000
Q4 2022

Jan 19, 2023

BUY
$101.96 - $137.84 $77,897 - $105,309
764 Added 17.5%
5,130 $0
Q3 2022

Nov 10, 2022

SELL
$20.73 - $120.58 $72,969 - $424,441
-3,520 Reduced 44.64%
4,366 $456,000
Q2 2022

Aug 03, 2022

BUY
$112.61 - $135.91 $259,903 - $313,680
2,308 Added 41.38%
7,886 $888,000
Q1 2022

Apr 22, 2022

BUY
$128.3 - $168.44 $437,759 - $574,717
3,412 Added 157.53%
5,578 $760,000
Q4 2021

Feb 07, 2022

BUY
$153.94 - $171.78 $333,434 - $372,075
2,166 New
2,166 $343,000

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 $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
Track This Portfolio

Track Sweet Financial Partners, LLC Portfolio

Follow Sweet Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sweet Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sweet Financial Partners, LLC with notifications on news.