A detailed history of Lake Street Advisors Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Lake Street Advisors Group, LLC holds 30,018 shares of JPM stock, worth $8.02 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
30,018
Previous 29,782 0.79%
Holding current value
$8.02 Million
Previous $6.02 Million 5.05%
% of portfolio
0.3%
Previous 0.29%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
$194.9 - $224.8 $45,996 - $53,052
236 Added 0.79%
30,018 $6.33 Million
Q2 2024

Aug 05, 2024

SELL
$180.08 - $204.79 $21,609 - $24,574
-120 Reduced 0.4%
29,782 $6.02 Million
Q1 2024

May 13, 2024

BUY
$167.09 - $200.3 $1.67 Million - $2 Million
9,984 Added 50.13%
29,902 $5.99 Million
Q4 2023

May 30, 2024

BUY
$135.69 - $170.3 $26,052 - $32,697
192 Added 0.64%
30,094 $5.12 Million
Q4 2023

Feb 13, 2024

SELL
$135.69 - $170.3 $1.28 Million - $1.6 Million
-9,411 Reduced 32.09%
19,918 $3.39 Million
Q3 2023

Nov 14, 2023

BUY
$143.21 - $158.0 $63,728 - $70,310
445 Added 1.54%
29,329 $4.25 Million
Q2 2023

Aug 10, 2023

SELL
$127.47 - $145.44 $86,297 - $98,462
-677 Reduced 2.29%
28,884 $4.2 Million
Q1 2023

May 15, 2023

BUY
$124.91 - $143.8 $198,357 - $228,354
1,588 Added 5.68%
29,561 $3.85 Million
Q4 2022

Feb 13, 2023

SELL
$101.96 - $137.84 $1.63 Million - $2.21 Million
-15,999 Reduced 36.38%
27,973 $3.75 Million
Q3 2022

Nov 14, 2022

SELL
$20.73 - $120.58 $49,752 - $289,392
-2,400 Reduced 5.18%
43,972 $4.6 Million
Q2 2022

Aug 02, 2022

BUY
$112.61 - $135.91 $312,042 - $376,606
2,771 Added 6.36%
46,372 $5.22 Million
Q1 2022

May 11, 2022

BUY
$128.3 - $168.44 $615,968 - $808,680
4,801 Added 12.37%
43,601 $5.94 Million
Q4 2021

Feb 15, 2022

BUY
$153.94 - $171.78 $206,587 - $230,528
1,342 Added 3.58%
38,800 $6.14 Million
Q3 2021

Nov 15, 2021

BUY
$146.97 - $166.98 $3.06 Million - $3.47 Million
20,793 Added 124.77%
37,458 $6.13 Million
Q2 2021

Aug 13, 2021

SELL
$147.37 - $166.44 $9,284 - $10,485
-63 Reduced 0.38%
16,665 $2.7 Million
Q1 2021

May 14, 2021

SELL
$125.65 - $157.65 $19,475 - $24,435
-155 Reduced 0.92%
16,728 $2.55 Million
Q4 2020

Feb 12, 2021

BUY
$96.54 - $127.07 $74,915 - $98,606
776 Added 4.82%
16,883 $2.15 Million
Q3 2020

Nov 13, 2020

BUY
$91.28 - $103.82 $21,085 - $23,982
231 Added 1.46%
16,107 $1.55 Million
Q2 2020

Aug 13, 2020

SELL
$84.03 - $113.45 $8,739 - $11,798
-104 Reduced 0.65%
15,876 $1.49 Million
Q1 2020

May 14, 2020

BUY
$79.03 - $141.09 $46,864 - $83,666
593 Added 3.85%
15,980 $1.44 Million
Q4 2019

Feb 12, 2020

BUY
$111.82 - $139.4 $68,545 - $85,452
613 Added 4.15%
15,387 $2.15 Million
Q3 2019

Nov 14, 2019

BUY
$104.8 - $120.23 $82,163 - $94,260
784 Added 5.6%
14,774 $1.6 Million
Q2 2019

Aug 14, 2019

BUY
$104.64 - $116.12 $200,490 - $222,485
1,916 Added 15.87%
13,990 $1.56 Million
Q1 2019

May 15, 2019

SELL
$97.11 - $107.19 $31,366 - $34,622
-323 Reduced 2.61%
12,074 $1.22 Million
Q4 2018

Feb 14, 2019

BUY
$92.14 - $115.32 $94,074 - $117,741
1,021 Added 8.98%
12,397 $1.21 Million
Q3 2018

Nov 14, 2018

SELL
$103.61 - $118.63 $606,947 - $694,934
-5,858 Reduced 33.99%
11,376 $1.28 Million
Q2 2018

Aug 15, 2018

SELL
$103.24 - $114.29 $109,227 - $120,918
-1,058 Reduced 5.78%
17,234 $1.8 Million
Q1 2018

May 14, 2018

BUY
$107.01 - $118.77 $18,405 - $20,428
172 Added 0.95%
18,292 $2.01 Million
Q4 2017

Feb 15, 2018

BUY
$95.86 - $107.83 $1.74 Million - $1.95 Million
18,120
18,120 $1.94 Million

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 $784B
  • 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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