Lake Street Financial LLC Jpmorgan Chase & CO Transaction History

Lake Street Financial LLC

$600 Million
Q3 2024

A detailed history of Lake Street Financial LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Lake Street Financial LLC holds 35,647 shares of JPM stock, worth $8.5 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares

35,647

Previous 45,966 22.45%

Holding current value

$8.5 Million

Previous $9.3 Million 19.19%

% of portfolio

1.25%

Previous 1.24%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	SELL	$194.9 - $224.8 $2.01 Million - $2.32 Million	-10,319 Reduced 22.45%	35,647 $7.51 Million
Q2 2024 Jul 12, 2024	SELL	$180.08 - $204.79 $3,421 - $3,891	-19 Reduced 0.04%	45,966 $9.3 Million
Q1 2024 Apr 19, 2024	BUY	$167.09 - $200.3 $965,613 - $1.16 Million	5,779 Added 14.37%	45,985 $9.21 Million
Q4 2023 Jan 10, 2024	SELL	$135.69 - $170.3 $396,757 - $497,957	-2,924 Reduced 6.78%	40,206 $6.84 Million
Q3 2023 Oct 20, 2023	BUY	$143.21 - $158.0 $1.48 Million - $1.63 Million	10,311 Added 31.42%	43,130 $6.25 Million
Q2 2023 Jul 18, 2023	SELL	$127.47 - $145.44 $139,452 - $159,111	-1,094 Reduced 3.23%	32,819 $4.77 Million
Q1 2023 Apr 17, 2023	BUY	$124.91 - $143.8 $125,159 - $144,087	1,002 Added 3.04%	33,913 $4.42 Million
Q4 2022 Jan 25, 2023	BUY	$101.96 - $137.84 $3.36 Million - $4.54 Million	32,911 New	32,911 $0
Q2 2022 Jul 12, 2022	BUY	$112.61 - $135.91 $86,371 - $104,242	767 Added 1.45%	53,641 $6.04 Million
Q1 2022 May 09, 2022	BUY	$128.3 - $168.44 $5.09 Million - $6.69 Million	39,710 Added 301.66%	52,874 $7.21 Million
Q1 2022 Apr 29, 2022	SELL	$128.3 - $168.44 $4.82 Million - $6.33 Million	-37,574 Reduced 74.05%	13,164 $1.8 Million
Q4 2021 Jan 24, 2022	BUY	$153.94 - $171.78 $981,829 - $1.1 Million	6,378 Added 14.38%	50,738 $8.03 Million
Q3 2021 Oct 07, 2021	BUY	$146.97 - $166.98 $113,901 - $129,409	775 Added 1.78%	44,360 $7.26 Million
Q2 2021 Jul 14, 2021	SELL	$147.37 - $166.44 $94,022 - $106,188	-638 Reduced 1.44%	43,585 $6.85 Million
Q1 2021 Apr 16, 2021	SELL	$125.65 - $157.65 $81,044 - $101,684	-645 Reduced 1.44%	44,223 $6.73 Million
Q4 2020 Jan 19, 2021	SELL	$96.54 - $127.07 $75,976 - $100,004	-787 Reduced 1.72%	44,868 $5.7 Million
Q3 2020 Oct 09, 2020	SELL	$91.28 - $103.82 $57,323 - $65,198	-628 Reduced 1.36%	45,655 $4.4 Million
Q2 2020 Jul 14, 2020	BUY	$84.03 - $113.45 $199,571 - $269,443	2,375 Added 5.41%	46,283 $4.35 Million
Q1 2020 Apr 07, 2020	SELL	$79.03 - $141.09 $542,066 - $967,736	-6,859 Reduced 13.51%	43,908 $3.95 Million
Q4 2019 Jan 13, 2020	BUY	$111.82 - $139.4 $571,735 - $712,752	5,113 Added 11.2%	50,767 $7.08 Million
Q3 2019 Oct 18, 2019	SELL	$104.8 - $120.23 $96,730 - $110,972	-923 Reduced 1.98%	45,654 $5.37 Million
Q2 2019 Jul 29, 2019	BUY	$104.64 - $116.12 $365,402 - $405,491	3,492 Added 8.1%	46,577 $5.21 Million
Q1 2019 Apr 11, 2019	BUY	$97.11 - $107.19 $4.18 Million - $4.62 Million	43,085 New	43,085 $4.36 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 $699B
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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Lake Street Financial LLC Jpmorgan Chase & CO Transaction History