Landmark Financial Advisors, LLC Jpmorgan Chase & CO Transaction History

Landmark Financial Advisors, LLC

$271 Million
Q4 2023

A detailed history of Landmark Financial Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Landmark Financial Advisors, LLC holds 20,593 shares of JPM stock, worth $4.93 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares

20,593

Previous 20,436 0.77%

Holding current value

$4.93 Million

Previous $2.96 Million 18.19%

% of portfolio

1.29%

Previous 1.24%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 13, 2024	BUY	$135.69 - $170.3 $21,303 - $26,737	157 Added 0.77%	20,593 $3.5 Million
Q3 2023 Oct 13, 2023	SELL	$143.21 - $158.0 $20,335 - $22,436	-142 Reduced 0.69%	20,436 $2.96 Million
Q2 2023 Jul 18, 2023	SELL	$127.47 - $145.44 $24,984 - $28,506	-196 Reduced 0.94%	20,578 $2.99 Million
Q1 2023 Apr 13, 2023	SELL	$124.91 - $143.8 $105,548 - $121,511	-845 Reduced 3.91%	20,774 $2.71 Million
Q4 2022 Jan 23, 2023	BUY	$101.96 - $137.84 $178,633 - $241,495	1,752 Added 8.82%	21,619 $0
Q3 2022 Nov 10, 2022	BUY	$20.73 - $120.58 $4,539 - $26,407	219 Added 1.11%	19,867 $2.08 Million
Q2 2022 Aug 03, 2022	BUY	$112.61 - $135.91 $9,571 - $11,552	85 Added 0.43%	19,648 $2.21 Million
Q1 2022 May 16, 2022	BUY	$128.3 - $168.44 $81,983 - $107,633	639 Added 3.38%	19,563 $2.48 Million
Q4 2021 Jan 26, 2022	BUY	$153.94 - $171.78 $2,155 - $2,404	14 Added 0.07%	18,924 $3 Million
Q3 2021 Nov 12, 2021	SELL	$146.97 - $166.98 $46,883 - $53,266	-319 Reduced 1.66%	18,910 $2.88 Million
Q2 2021 Aug 12, 2021	BUY	$147.37 - $166.44 $47,011 - $53,094	319 Added 1.69%	19,229 $2.99 Million
Q1 2021 May 11, 2021	SELL	$125.65 - $157.65 $23,119 - $29,007	-184 Reduced 0.96%	18,910 $2.88 Million
Q4 2020 Feb 08, 2021	SELL	$96.54 - $127.07 $482 - $635	-5 Reduced 0.03%	19,094 $2.64 Million
Q3 2020 Oct 13, 2020	SELL	$91.28 - $103.82 $3,651 - $4,152	-40 Reduced 0.21%	19,099 $1.89 Million
Q2 2020 Jul 17, 2020	BUY	$84.03 - $113.45 $4,453 - $6,012	53 Added 0.28%	19,139 $1.82 Million
Q1 2020 Apr 22, 2020	SELL	$79.03 - $141.09 $97,839 - $174,669	-1,238 Reduced 6.09%	19,086 $1.82 Million
Q4 2019 Feb 12, 2020	SELL	$111.82 - $139.4 $133,513 - $166,443	-1,194 Reduced 5.55%	20,324 $2.78 Million
Q1 2019 May 02, 2019	SELL	$97.11 - $107.19 $6,409 - $7,074	-66 Reduced 0.31%	21,518 $2.18 Million
Q4 2018 Feb 05, 2019	SELL	$92.14 - $115.32 $66,893 - $83,722	-726 Reduced 3.25%	21,584 $2.11 Million
Q3 2018 Nov 07, 2018	BUY	$103.61 - $118.63 $94,285 - $107,953	910 Added 4.25%	22,310 $2.52 Million
Q2 2018 Aug 07, 2018	BUY	$103.24 - $114.29 $12,492 - $13,829	121 Added 0.57%	21,400 $2.23 Million
Q1 2018 May 01, 2018	BUY	$107.01 - $118.77 $32,103 - $35,631	300 Added 1.43%	21,279 $2.34 Million
Q2 2017 Aug 11, 2017	BUY	N/A	20,979	20,979 $1.92 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 $702B
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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Landmark Financial Advisors, LLC Jpmorgan Chase & CO Transaction History