A detailed history of Lake Point Wealth Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Lake Point Wealth Management holds 703 shares of JPM stock, worth $175,602. This represents 0.04% of its overall portfolio holdings.

Number of Shares
703
Previous 702 0.14%
Holding current value
$175,602
Previous $96,000 17.71%
% of portfolio
0.04%
Previous 0.04%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 19, 2022

BUY
$112.61 - $135.91 $112 - $135
1 Added 0.14%
703 $79,000
Q1 2022

May 17, 2022

BUY
$128.3 - $168.44 $128 - $168
1 Added 0.14%
702 $96,000
Q3 2021

Oct 21, 2021

BUY
$146.97 - $166.98 $146 - $166
1 Added 0.14%
701 $115,000
Q2 2021

Aug 04, 2021

SELL
$147.37 - $166.44 $73,685 - $83,220
-500 Reduced 41.67%
700 $109,000
Q1 2020

May 18, 2020

SELL
$79.03 - $141.09 $142,807 - $254,949
-1,807 Reduced 60.09%
1,200 $108,000
Q4 2019

Feb 13, 2020

SELL
$111.82 - $139.4 $14,424 - $17,982
-129 Reduced 4.11%
3,007 $419,000
Q1 2019

Aug 07, 2019

SELL
$97.11 - $107.19 $211,699 - $233,674
-2,180 Reduced 41.01%
3,136 $351,000
Q1 2019

Jun 03, 2019

SELL
$97.11 - $107.19 $2,621 - $2,894
-27 Reduced 0.51%
5,316 $522,000
Q4 2018

Aug 07, 2019

BUY
$92.14 - $115.32 $2,487 - $3,113
27 Added 0.51%
5,343 $522,000
Q4 2018

Feb 21, 2019

BUY
$92.14 - $115.32 $489,816 - $613,041
5,316 New
5,316 $522,000

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 $733B
  • 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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