A detailed history of Kelman Lazarov, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Kelman Lazarov, Inc. holds 1,127 shares of JPM stock, worth $230,798. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,127
Holding current value
$230,798
% of portfolio
0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024

BUY
$167.09 - $200.3 $188,310 - $225,738
1,127 New
1,127 $225,000
Q1 2020

Apr 27, 2020

SELL
$79.03 - $141.09 $165,567 - $295,583
-2,095 Closed
0 $0
Q1 2019

May 08, 2019

BUY
$97.11 - $107.19 $203,445 - $224,563
2,095 New
2,095 $212,000

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 $601B
  • 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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