Laidlaw Wealth Management LLC Jpmorgan Chase & CO Transaction History

Laidlaw Wealth Management LLC

$172 Million
Q2 2024

A detailed history of Laidlaw Wealth Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Laidlaw Wealth Management LLC holds 3,229 shares of JPM stock, worth $709,669. This represents 0.38% of its overall portfolio holdings.

Number of Shares

3,229

Previous 3,948 18.21%

Holding current value

$709,669

Previous $790,000 17.34%

% of portfolio

0.38%

Previous 0.46%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 01, 2024	SELL	$180.08 - $204.79 $129,477 - $147,244	-719 Reduced 18.21%	3,229 $653,000
Q1 2024 May 15, 2024	SELL	$167.09 - $200.3 $1.92 Million - $2.3 Million	-11,473 Reduced 74.4%	3,948 $790,000
Q4 2023 Feb 12, 2024	SELL	$135.69 - $170.3 $613,861 - $770,437	-4,524 Reduced 22.68%	15,421 $2.62 Million
Q3 2023 Nov 13, 2023	SELL	$143.21 - $158.0 $3.11 Million - $3.43 Million	-21,736 Reduced 52.15%	19,945 $2.89 Million
Q2 2023 Aug 11, 2023	BUY	$127.47 - $145.44 $482,091 - $550,054	3,782 Added 9.98%	41,681 $6.06 Million
Q1 2023 May 12, 2023	BUY	$124.91 - $143.8 $522,123 - $601,084	4,180 Added 12.4%	37,899 $4.94 Million
Q4 2022 Feb 14, 2023	BUY	$101.96 - $137.84 $64,642 - $87,390	634 Added 1.92%	33,719 $4.52 Million
Q3 2022 Nov 14, 2022	BUY	$20.73 - $120.58 $2,819 - $16,398	136 Added 0.41%	33,085 $3.46 Million
Q2 2022 Aug 12, 2022	BUY	$112.61 - $135.91 $241,886 - $291,934	2,148 Added 6.97%	32,949 $3.71 Million
Q1 2022 May 12, 2022	SELL	$128.3 - $168.44 $137,152 - $180,062	-1,069 Reduced 3.35%	30,801 $4.2 Million
Q4 2021 Feb 14, 2022	BUY	$153.94 - $171.78 $568,192 - $634,039	3,691 Added 13.1%	31,870 $5.05 Million
Q3 2021 Nov 12, 2021	BUY	$146.97 - $166.98 $414,161 - $470,549	2,818 Added 11.11%	28,179 $4.61 Million
Q2 2021 Aug 13, 2021	BUY	$147.37 - $166.44 $17,979 - $20,305	122 Added 0.48%	25,361 $3.95 Million
Q1 2021 May 17, 2021	SELL	$125.65 - $157.65 $266,252 - $334,060	-2,119 Reduced 7.75%	25,239 $3.84 Million
Q4 2020 Feb 16, 2021	BUY	$96.54 - $127.07 $1.2 Million - $1.58 Million	12,428 Added 83.24%	27,358 $3.48 Million
Q3 2020 Nov 16, 2020	SELL	$91.28 - $103.82 $1,095 - $1,245	-12 Reduced 0.08%	14,930 $1.44 Million
Q2 2020 Aug 19, 2020	SELL	$84.03 - $113.45 $235 Million - $317 Million	-2,795,888 Reduced 99.47%	14,942 $1.41 Million
Q2 2020 Aug 13, 2020	BUY	$84.03 - $113.45 $235 Million - $317 Million	2,797,056 Added 20306.78%	2,810,830 $30,000
Q1 2020 May 15, 2020	BUY	$79.03 - $141.09 $33,903 - $60,527	429 Added 3.21%	13,774 $1.24 Million
Q4 2019 Feb 14, 2020	BUY	$111.82 - $139.4 $1.49 Million - $1.86 Million	13,345 New	13,345 $1.86 Million

Others Institutions Holding JPM

# of Institutions

4,556

Shares Held

2.02B

Call Options Held

26M

Put Options Held

29M

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 $645B
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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Laidlaw Wealth Management LLC Jpmorgan Chase & CO Transaction History