Lantz Financial LLC Jpmorgan Chase & CO Transaction History

Lantz Financial LLC

  • $351 Million
  • Q3 2024

A detailed history of Lantz Financial LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Lantz Financial LLC holds 6,777 shares of JPM stock, worth $1.68 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
6,777
Previous 6,484 4.52%
Holding current value
$1.68 Million
Previous $1.31 Million 8.92%
% of portfolio
0.41%
Previous 0.42%

Shares

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

Oct 15, 2024
BUY
$194.9 - $224.8 $57,105 - $65,866
293 Added 4.52%
6,777 $1.43 Million
Q2 2024

Jul 10, 2024
SELL
$180.08 - $204.79 $1,260 - $1,433
-7 Reduced 0.11%
6,484 $1.31 Million
Q1 2024

Apr 10, 2024
SELL
$167.09 - $200.3 $3,341 - $4,006
-20 Reduced 0.31%
6,491 $1.3 Million
Q4 2023

Jan 12, 2024
BUY
$135.69 - $170.3 $32,022 - $40,190
236 Added 3.76%
6,511 $1.11 Million
Q3 2023

Oct 20, 2023
BUY
$143.21 - $158.0 $5,728 - $6,320
40 Added 0.64%
6,275 $910,000
Q2 2023

Jul 12, 2023
BUY
$127.47 - $145.44 $66,539 - $75,919
522 Added 9.14%
6,235 $906,000
Q1 2023

Apr 10, 2023
SELL
$124.91 - $143.8 $169,502 - $195,136
-1,357 Reduced 19.19%
5,713 $744,000
Q4 2022

Jan 23, 2023
BUY
$101.96 - $137.84 $81,364 - $109,996
798 Added 12.72%
7,070 $0
Q3 2022

Oct 17, 2022
BUY
$20.73 - $120.58 $24,399 - $141,922
1,177 Added 23.1%
6,272 $655,000
Q1 2022

May 05, 2022
SELL
$128.3 - $168.44 $7,184 - $9,432
-56 Reduced 1.09%
5,095 $695,000
Q4 2021

Jan 19, 2022
SELL
$153.94 - $171.78 $17,857 - $19,926
-116 Reduced 2.2%
5,151 $816,000
Q3 2021

Oct 14, 2021
SELL
$146.97 - $166.98 $26,160 - $29,722
-178 Reduced 3.27%
5,267 $862,000
Q2 2021

Jul 16, 2021
SELL
$147.37 - $166.44 $22,105 - $24,966
-150 Reduced 2.68%
5,445 $847,000
Q1 2021

Apr 19, 2021
SELL
$125.65 - $157.65 $25,255 - $31,687
-201 Reduced 3.47%
5,595 $852,000
Q4 2020

Jan 19, 2021
BUY
$96.54 - $127.07 $42,091 - $55,402
436 Added 8.13%
5,796 $736,000
Q3 2020

Oct 09, 2020
BUY
$91.28 - $103.82 $68,003 - $77,345
745 Added 16.14%
5,360 $516,000
Q2 2020

Jul 22, 2020
SELL
$84.03 - $113.45 $317,213 - $428,273
-3,775 Reduced 44.99%
4,615 $434,000
Q1 2020

Apr 10, 2020
BUY
$79.03 - $141.09 $16,438 - $29,346
208 Added 2.54%
8,390 $755,000
Q4 2019

Jan 17, 2020
SELL
$111.82 - $139.4 $1,565 - $1,951
-14 Reduced 0.17%
8,182 $1.14 Million
Q3 2019

Oct 18, 2019
SELL
$104.8 - $120.23 $8,698 - $9,979
-83 Reduced 1.0%
8,196 $928,000
Q2 2019

Jul 15, 2019
SELL
$104.64 - $116.12 $30,973 - $34,371
-296 Reduced 3.45%
8,279 $942,000
Q1 2019

Apr 22, 2019
BUY
$97.11 - $107.19 $832,718 - $919,154
8,575 New
8,575 $868,000

Others Institutions Holding JPM

# of Institutions
4,613
Shares Held
1.96B
Call Options Held
29.8M
Put Options Held
35.7M
View Full List

About JPMORGAN CHASE & CO

JPM Quotes by TradingView
  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $729B
  • 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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