A detailed history of Lakeside Advisors, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Lakeside Advisors, Inc. holds 1,752 shares of JPM stock, worth $432,849. This represents 0.24% of its overall portfolio holdings.

Number of Shares
1,752
Previous 1,751 0.06%
Holding current value
$432,849
Previous $354,000 4.24%
% of portfolio
0.24%
Previous 0.23%

Shares

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

Oct 28, 2024

BUY
$194.9 - $224.8 $194 - $224
1 Added 0.06%
1,752 $369,000
Q1 2024

Apr 29, 2024

BUY
$167.09 - $200.3 $7,686 - $9,213
46 Added 2.7%
1,751 $350,000
Q4 2023

Jan 30, 2024

BUY
$135.69 - $170.3 $135 - $170
1 Added 0.06%
1,705 $290,000
Q2 2023

Aug 02, 2023

BUY
$127.47 - $145.44 $127 - $145
1 Added 0.06%
1,704 $247,000
Q1 2023

May 04, 2023

BUY
$124.91 - $143.8 $124 - $143
1 Added 0.06%
1,703 $221,000
Q4 2022

Feb 08, 2023

BUY
$101.96 - $137.84 $173,535 - $234,603
1,702 New
1,702 $228,000
Q2 2022

Aug 09, 2022

SELL
$112.61 - $135.91 $191,324 - $230,911
-1,699 Closed
0 $0
Q4 2021

Mar 08, 2022

BUY
$153.94 - $171.78 $261,544 - $291,854
1,699 New
1,699 $269,000

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 $725B
  • 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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