Lionsbridge Wealth Management LLC Jpmorgan Chase & CO Transaction History

Lionsbridge Wealth Management LLC

  • $109 Million
  • Q4 2024

A detailed history of Lionsbridge Wealth Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Lionsbridge Wealth Management LLC holds 6,338 shares of JPM stock, worth $1.65 Million. This represents 1.4% of its overall portfolio holdings.

Number of Shares
6,338
Previous 6,745 6.03%
Holding current value
$1.65 Million
Previous $1.42 Million 6.9%
% of portfolio
1.4%
Previous 1.25%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
SELL
$205.18 - $250.29 $83,508 - $101,868
-407 Reduced 6.03%
6,338 $1.52 Million
Q3 2024

Nov 01, 2024
SELL
$194.9 - $224.8 $50,868 - $58,672
-261 Reduced 3.73%
6,745 $1.42 Million
Q2 2024

Jul 15, 2024
SELL
$180.08 - $204.79 $4,502 - $5,119
-25 Reduced 0.36%
7,006 $1.42 Million
Q1 2024

May 02, 2024
SELL
$167.09 - $200.3 $36,425 - $43,665
-218 Reduced 3.01%
7,031 $1.41 Million
Q4 2023

Jan 12, 2024
SELL
$135.69 - $170.3 $24,017 - $30,143
-177 Reduced 2.38%
7,249 $1.23 Million
Q3 2023

Oct 17, 2023
SELL
$143.21 - $158.0 $859 - $948
-6 Reduced 0.08%
7,426 $1.08 Million
Q2 2023

Jul 31, 2023
SELL
$127.47 - $145.44 $35,181 - $40,141
-276 Reduced 3.58%
7,432 $1.08 Million
Q1 2023

May 08, 2023
SELL
$124.91 - $143.8 $74,446 - $85,704
-596 Reduced 7.18%
7,708 $1 Million
Q4 2022

Feb 06, 2023
BUY
$101.96 - $137.84 $9,074 - $12,267
89 Added 1.08%
8,304 $1.11 Million
Q3 2022

Nov 14, 2022
SELL
$20.73 - $120.58 $9,971 - $57,998
-481 Reduced 5.53%
8,215 $858,000
Q2 2022

Nov 17, 2022
SELL
$112.61 - $135.91 $2,927 - $3,533
-26 Reduced 0.32%
8,189 $922,000
Q1 2022

May 16, 2022
SELL
$128.3 - $168.44 $42,723 - $56,090
-333 Reduced 3.69%
8,696 $1.19 Million
Q4 2021

Feb 08, 2022
SELL
$153.94 - $171.78 $25,554 - $28,515
-166 Reduced 1.81%
9,029 $1.43 Million
Q3 2021

Oct 26, 2021
SELL
$146.97 - $166.98 $18,518 - $21,039
-126 Reduced 1.35%
9,195 $1.51 Million
Q2 2021

Jul 29, 2021
SELL
$147.37 - $166.44 $135,138 - $152,625
-917 Reduced 8.96%
9,321 $1.45 Million
Q1 2021

May 04, 2021
BUY
$125.65 - $157.65 $29,653 - $37,205
236 Added 2.36%
10,238 $1.56 Million
Q4 2020

Feb 08, 2021
BUY
$96.54 - $127.07 $28,865 - $37,993
299 Added 3.08%
10,002 $1.27 Million
Q3 2020

Oct 22, 2020
BUY
$91.28 - $103.82 $14,057 - $15,988
154 Added 1.61%
9,703 $934,000
Q2 2020

Aug 03, 2020
BUY
$84.03 - $113.45 $11,848 - $15,996
141 Added 1.5%
9,549 $898,000
Q1 2020

Apr 29, 2020
SELL
$79.03 - $141.09 $5,136 - $9,170
-65 Reduced 0.69%
9,408 $847,000
Q4 2019

Feb 18, 2020
BUY
$111.82 - $139.4 $1.06 Million - $1.32 Million
9,473 New
9,473 $1.31 Million

Others Institutions Holding JPM

# of Institutions
5,061
Shares Held
2.01B
Call Options Held
28.9M
Put Options Held
31.4M
View Full List

About JPMORGAN CHASE & CO

JPM Quotes by TradingView
  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $764B
  • 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 Lionsbridge Wealth Management LLC Portfolio

Follow Lionsbridge Wealth Management 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 Lionsbridge Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lionsbridge Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email