Kelly Lawrence W & Associates Inc Jpmorgan Chase & CO Transaction History

Kelly Lawrence W & Associates Inc

$430 Million
Q3 2024

A detailed history of Kelly Lawrence W & Associates Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Kelly Lawrence W & Associates Inc holds 9,108 shares of JPM stock, worth $2.17 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

9,108

Previous 9,408 3.19%

Holding current value

$2.17 Million

Previous $1.9 Million 0.89%

% of portfolio

0.45%

Previous 0.44%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$194.9 - $224.8 $58,470 - $67,440	-300 Reduced 3.19%	9,108 $1.92 Million
Q1 2024 May 15, 2024	SELL	$167.09 - $200.3 $410,707 - $492,337	-2,458 Reduced 20.71%	9,408 $1.88 Million
Q4 2023 Feb 14, 2024	SELL	$135.69 - $170.3 $8,141 - $10,218	-60 Reduced 0.5%	11,866 $2.02 Million
Q3 2023 Nov 14, 2023	BUY	$143.21 - $158.0 $22,913 - $25,280	160 Added 1.36%	11,926 $1.73 Million
Q2 2023 Aug 14, 2023	SELL	$127.47 - $145.44 $88,464 - $100,935	-694 Reduced 5.57%	11,766 $1.71 Million
Q1 2023 May 15, 2023	SELL	$124.91 - $143.8 $4,996 - $5,752	-40 Reduced 0.32%	12,460 $1.62 Million
Q3 2022 Nov 15, 2022	SELL	$20.73 - $120.58 $2,321 - $13,504	-112 Reduced 0.89%	12,500 $1.31 Million
Q2 2022 Aug 15, 2022	BUY	$112.61 - $135.91 $28,152 - $33,977	250 Added 2.02%	12,612 $1.42 Million
Q1 2022 May 16, 2022	SELL	$128.3 - $168.44 $25,660 - $33,688	-200 Reduced 1.59%	12,362 $1.69 Million
Q4 2021 Feb 11, 2022	SELL	$153.94 - $171.78 $151,323 - $168,859	-983 Reduced 7.26%	12,562 $1.99 Million
Q2 2021 Aug 16, 2021	SELL	$147.37 - $166.44 $11,052 - $12,483	-75 Reduced 0.55%	13,545 $2.11 Million
Q1 2021 May 17, 2021	BUY	$125.65 - $157.65 $892,115 - $1.12 Million	7,100 Added 108.9%	13,620 $2.07 Million
Q4 2020 Feb 12, 2021	SELL	$96.54 - $127.07 $670,953 - $883,136	-6,950 Reduced 51.6%	6,520 $829,000
Q3 2020 Nov 13, 2020	SELL	$91.28 - $103.82 $4.56 Million - $5.19 Million	-50,000 Reduced 78.78%	13,470 $1.3 Million
Q2 2020 Aug 14, 2020	SELL	$84.03 - $113.45 $117,642 - $158,830	-1,400 Reduced 2.16%	63,470 $5.97 Million
Q1 2020 May 14, 2020	SELL	$79.03 - $141.09 $7,903 - $14,109	-100 Reduced 0.15%	64,870 $5.84 Million
Q4 2019 Feb 14, 2020	BUY	$111.82 - $139.4 $33,546 - $41,820	300 Added 0.46%	64,970 $9.06 Million
Q2 2019 Aug 14, 2019	BUY	$104.64 - $116.12 $6,278 - $6,967	60 Added 0.09%	64,670 $7.23 Million
Q4 2018 Feb 14, 2019	SELL	$92.14 - $115.32 $497,556 - $622,728	-5,400 Reduced 7.71%	64,610 $6.31 Million
Q3 2018 Nov 14, 2018	BUY	$103.61 - $118.63 $10,361 - $11,863	100 Added 0.14%	70,010 $7.9 Million
Q2 2018 Aug 14, 2018	BUY	$103.24 - $114.29 $381,988 - $422,873	3,700 Added 5.59%	69,910 $7.28 Million
Q1 2018 May 15, 2018	BUY	$107.01 - $118.77 $599,256 - $665,112	5,600 Added 9.24%	66,210 $7.28 Million
Q3 2017 Nov 15, 2017	BUY	$88.42 - $95.51 $5.36 Million - $5.79 Million	60,610	60,610 $5.79 Million

Others Institutions Holding JPM

# of Institutions

4,617

Shares Held

1.96B

Call Options Held

29.8M

Put Options Held

35.7M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $699B
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 ...

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Kelly Lawrence W & Associates Inc Jpmorgan Chase & CO Transaction History