A detailed history of Lakewood Asset Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Lakewood Asset Management LLC holds 3,118 shares of JPM stock, worth $780,404. This represents 0.45% of its overall portfolio holdings.

Number of Shares
3,118
Previous 3,172 1.7%
Holding current value
$780,404
Previous $642 Million 2.46%
% of portfolio
0.45%
Previous 0.45%

Shares

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

Oct 07, 2024

SELL
$194.9 - $224.8 $10,524 - $12,139
-54 Reduced 1.7%
3,118 $657 Million
Q2 2024

Jul 18, 2024

BUY
$180.08 - $204.79 $180 - $204
1 Added 0.03%
3,172 $642 Million
Q1 2024

Apr 22, 2024

BUY
$167.09 - $200.3 $193,657 - $232,147
1,159 Added 57.6%
3,171 $635 Million
Q4 2023

Jan 10, 2024

SELL
$135.69 - $170.3 $30,665 - $38,487
-226 Reduced 10.1%
2,012 $342 Million
Q3 2023

Oct 11, 2023

BUY
$143.21 - $158.0 $1,002 - $1,106
7 Added 0.31%
2,238 $325 Million
Q2 2023

Jul 13, 2023

BUY
$127.47 - $145.44 $1,147 - $1,308
9 Added 0.41%
2,231 $324 Million
Q1 2023

Apr 13, 2023

BUY
$124.91 - $143.8 $999 - $1,150
8 Added 0.36%
2,222 $290 Million
Q4 2022

Mar 01, 2023

BUY
$101.96 - $137.84 $225,739 - $305,177
2,214 New
2,214 $297 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 $734B
  • 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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