A detailed history of Lakeridge Wealth Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 9,644 shares of JPM stock, worth $2.28 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares
9,644
Previous 9,669 0.26%
Holding current value
$2.28 Million
Previous $1.96 Billion 3.99%
% of portfolio
1.12%
Previous 1.18%

Shares

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

Oct 07, 2024

SELL
$194.9 - $224.8 $4,872 - $5,620
-25 Reduced 0.26%
9,644 $2.03 Billion
Q2 2024

Aug 01, 2024

BUY
$180.08 - $204.79 $29,713 - $33,790
165 Added 1.74%
9,669 $1.96 Billion
Q1 2024

Apr 29, 2024

BUY
$167.09 - $200.3 $54,304 - $65,097
325 Added 3.54%
9,504 $1.9 Billion
Q4 2023

Feb 14, 2024

BUY
$135.69 - $170.3 $1.25 Million - $1.56 Million
9,179 New
9,179 $1.56 Billion

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 $693B
  • 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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