A detailed history of Douglas Lane & Associates, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Douglas Lane & Associates, LLC holds 791,945 shares of JPM stock, worth $188 Million. This represents 2.35% of its overall portfolio holdings.

Number of Shares
791,945
Previous 828,626 4.43%
Holding current value
$188 Million
Previous $168 Million 0.4%
% of portfolio
2.35%
Previous 2.43%

Shares

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

Oct 10, 2024

SELL
$194.9 - $224.8 $7.15 Million - $8.25 Million
-36,681 Reduced 4.43%
791,945 $167 Million
Q2 2024

Jul 08, 2024

SELL
$180.08 - $204.79 $4.62 Million - $5.25 Million
-25,629 Reduced 3.0%
828,626 $168 Million
Q1 2024

Apr 11, 2024

SELL
$167.09 - $200.3 $3.26 Million - $3.91 Million
-19,499 Reduced 2.23%
854,255 $171 Million
Q4 2023

Jan 17, 2024

SELL
$135.69 - $170.3 $4.8 Million - $6.02 Million
-35,348 Reduced 3.89%
873,754 $149 Million
Q3 2023

Oct 16, 2023

SELL
$143.21 - $158.0 $2.03 Million - $2.25 Million
-14,209 Reduced 1.54%
909,102 $132 Million
Q2 2023

Jul 19, 2023

SELL
$127.47 - $145.44 $1.65 Million - $1.88 Million
-12,954 Reduced 1.38%
923,311 $134 Million
Q1 2023

Apr 17, 2023

SELL
$124.91 - $143.8 $2.01 Million - $2.32 Million
-16,104 Reduced 1.69%
936,265 $122 Million
Q4 2022

Feb 14, 2023

SELL
$101.96 - $137.84 $353,087 - $477,339
-3,463 Reduced 0.36%
952,369 $128 Million
Q4 2022

Jan 17, 2023

SELL
$101.96 - $137.84 $418,545 - $565,833
-4,105 Reduced 0.43%
955,832 $128 Million
Q3 2022

Oct 14, 2022

BUY
$20.73 - $120.58 $307,301 - $1.79 Million
14,824 Added 1.57%
959,937 $100 Million
Q2 2022

Jul 18, 2022

BUY
$112.61 - $135.91 $2.16 Million - $2.61 Million
19,208 Added 2.07%
945,113 $106 Million
Q1 2022

Apr 25, 2022

BUY
$128.3 - $168.44 $1.08 Million - $1.41 Million
8,380 Added 0.91%
925,905 $126 Million
Q4 2021

Jan 25, 2022

SELL
$153.94 - $171.78 $568,346 - $634,211
-3,692 Reduced 0.4%
917,525 $145 Million
Q3 2021

Oct 21, 2021

SELL
$146.97 - $166.98 $378,153 - $429,639
-2,573 Reduced 0.28%
921,217 $151 Million
Q2 2021

Jul 19, 2021

SELL
$147.37 - $166.44 $668,912 - $755,471
-4,539 Reduced 0.49%
923,790 $144 Million
Q1 2021

Apr 19, 2021

SELL
$125.65 - $157.65 $670,719 - $841,535
-5,338 Reduced 0.57%
928,329 $141 Million
Q4 2020

Jan 14, 2021

BUY
$96.54 - $127.07 $646,624 - $851,114
6,698 Added 0.72%
933,667 $119 Million
Q3 2020

Oct 19, 2020

BUY
$91.28 - $103.82 $3.41 Million - $3.88 Million
37,357 Added 4.2%
926,969 $89.2 Million
Q2 2020

Jul 28, 2020

BUY
$84.03 - $113.45 $1.54 Million - $2.07 Million
18,289 Added 2.1%
889,612 $83.7 Million
Q1 2020

Apr 20, 2020

SELL
$79.03 - $141.09 $4,899 - $8,747
-62 Reduced 0.01%
871,323 $78.4 Million
Q4 2019

Jan 27, 2020

SELL
$111.82 - $139.4 $366,098 - $456,395
-3,274 Reduced 0.37%
871,385 $121 Million
Q3 2019

Oct 16, 2019

BUY
$104.8 - $120.23 $477,049 - $547,286
4,552 Added 0.52%
874,659 $103 Million
Q2 2019

Jul 08, 2019

BUY
$104.64 - $116.12 $667,917 - $741,193
6,383 Added 0.74%
870,107 $97.3 Million
Q1 2019

Apr 23, 2019

BUY
$97.11 - $107.19 $2.06 Million - $2.28 Million
21,251 Added 2.52%
863,724 $87.4 Million
Q4 2018

Jan 17, 2019

BUY
$92.14 - $115.32 $2.86 Million - $3.58 Million
31,042 Added 3.83%
842,473 $82.2 Million
Q3 2018

Oct 09, 2018

BUY
$103.61 - $118.63 $1.51 Million - $1.73 Million
14,622 Added 1.84%
811,431 $91.6 Million
Q2 2018

Jul 23, 2018

BUY
$103.24 - $114.29 $2.58 Million - $2.86 Million
25,011 Added 3.24%
796,809 $83 Million
Q1 2018

Apr 23, 2018

BUY
$107.01 - $118.77 $1.23 Million - $1.36 Million
11,492 Added 1.51%
771,798 $84.9 Million
Q4 2017

Jan 24, 2018

BUY
$95.86 - $107.83 $5.19 Million - $5.84 Million
54,121 Added 7.66%
760,306 $81.3 Million
Q3 2017

Oct 19, 2017

BUY
$88.42 - $95.51 $62.4 Million - $67.4 Million
706,185
706,185 $67.4 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 $697B
  • 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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