L.M. Kohn & Company Jpmorgan Chase & CO Transaction History

L.M. Kohn & Company

$390 Million
Q3 2024

A detailed history of L.M. Kohn & Company transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, L.M. Kohn & Company holds 18,035 shares of JPM stock, worth $4.29 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares

18,035

Previous 17,963 0.4%

Holding current value

$4.29 Million

Previous $3.63 Million 4.62%

% of portfolio

0.97%

Previous 1.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$194.9 - $224.8 $14,032 - $16,185	72 Added 0.4%	18,035 $3.8 Million
Q2 2024 Jul 30, 2024	BUY	$180.08 - $204.79 $168,374 - $191,478	935 Added 5.49%	17,963 $3.63 Million
Q1 2024 Apr 25, 2024	BUY	$167.09 - $200.3 $130,163 - $156,033	779 Added 4.79%	17,028 $3.41 Million
Q4 2023 Feb 09, 2024	BUY	$135.69 - $170.3 $150,615 - $189,033	1,110 Added 7.33%	16,249 $2.76 Million
Q3 2023 Nov 06, 2023	SELL	$143.21 - $158.0 $10,597 - $11,692	-74 Reduced 0.49%	15,139 $2.2 Million
Q2 2023 Aug 08, 2023	BUY	$127.47 - $145.44 $439,771 - $501,768	3,450 Added 29.33%	15,213 $2.21 Million
Q1 2023 May 08, 2023	BUY	$124.91 - $143.8 $29,478 - $33,936	236 Added 2.05%	11,763 $1.53 Million
Q4 2022 Feb 08, 2023	BUY	$101.96 - $137.84 $17,944 - $24,259	176 Added 1.55%	11,527 $1.55 Million
Q3 2022 Oct 19, 2022	SELL	$20.73 - $120.58 $1,969 - $11,455	-95 Reduced 0.83%	11,351 $1.19 Million
Q2 2022 Aug 05, 2022	BUY	$112.61 - $135.91 $19,819 - $23,920	176 Added 1.56%	11,446 $1.29 Million
Q1 2022 May 25, 2022	BUY	$128.3 - $168.44 $1.45 Million - $1.9 Million	11,270 New	11,270 $1.54 Million

Others Institutions Holding JPM

# of Institutions

4,616

Shares Held

1.95B

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 $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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of L.M. Kohn & Company, based on Form 13F filings with the SEC.

News

Stay updated on L.M. Kohn & Company with notifications on news.

Account