Lantz Financial LLC Jpmorgan Chase & CO Transaction History

Lantz Financial LLC

$299 Million
Q1 2024

A detailed history of Lantz Financial LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Lantz Financial LLC holds 6,491 shares of JPM stock, worth $1.33 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

6,491

Previous 6,511 0.31%

Holding current value

$1.33 Million

Previous $1.11 Million 17.43%

% of portfolio

0.43%

Previous 0.42%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

4,423

Shares Held

1.98B

Call Options Held

35.5M

Put Options Held

32.6M

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 $601B
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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Lantz Financial LLC Jpmorgan Chase & CO Transaction History