A detailed history of Lantern Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Lantern Wealth Advisors, LLC holds 13,510 shares of JPM stock, worth $2.97 Million. This represents 1.98% of its overall portfolio holdings.

Number of Shares
13,510
Previous 14,111 4.26%
Holding current value
$2.97 Million
Previous $2.82 Billion 3.26%
% of portfolio
1.98%
Previous 1.98%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$180.08 - $204.79 $108,228 - $123,078
-601 Reduced 4.26%
13,510 $2.73 Billion
Q1 2024

May 14, 2024

SELL
$167.09 - $200.3 $16,541 - $19,829
-99 Reduced 0.7%
14,111 $2.82 Billion
Q4 2023

Feb 14, 2024

BUY
$135.69 - $170.3 $1.93 Million - $2.42 Million
14,210 New
14,210 $2.42 Billion

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 $645B
  • 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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