A detailed history of Lionshead Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Lionshead Wealth Management, LLC holds 3,185 shares of JPM stock, worth $956,678. This represents 0.8% of its overall portfolio holdings.

Number of Shares
3,185
Previous 2,440 30.53%
Holding current value
$956,678
Previous $599 Million 67.85%
% of portfolio
0.8%
Previous 0.62%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 10, 2025

BUY
$282.78 - $316.06 $210,671 - $235,464
745 Added 30.53%
3,185 $1 Billion
Q1 2025

May 14, 2025

BUY
$225.19 - $279.95 $66,205 - $82,305
294 Added 13.7%
2,440 $599 Million
Q4 2024

Feb 14, 2025

BUY
$205.18 - $250.29 $440,316 - $537,122
2,146 New
2,146 $514 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 $881B
  • 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 Lionshead Wealth Management, LLC Portfolio

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

News

Stay updated on Lionshead Wealth Management, LLC with notifications on news.