Latitude Advisors, LLC Jpmorgan Chase & CO Transaction History

Latitude Advisors, LLC

$141 Million
Q2 2024

A detailed history of Latitude Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Latitude Advisors, LLC holds 5,148 shares of JPM stock, worth $1.09 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares

5,148

Previous 5,005 2.86%

Holding current value

$1.09 Million

Previous $1 Million 3.89%

% of portfolio

0.74%

Previous 0.73%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 25, 2024	BUY	$180.08 - $204.79 $25,751 - $29,284	143 Added 2.86%	5,148 $1.04 Million
Q1 2024 Apr 25, 2024	BUY	$167.09 - $200.3 $60,319 - $72,308	361 Added 7.77%	5,005 $1 Million
Q4 2023 Jan 30, 2024	SELL	$135.69 - $170.3 $13,840 - $17,370	-102 Reduced 2.15%	4,644 $789,000
Q3 2023 Nov 03, 2023	SELL	$143.21 - $158.0 $429 - $474	-3 Reduced 0.06%	4,746 $688,000
Q2 2023 Jul 26, 2023	SELL	$127.47 - $145.44 $194,519 - $221,941	-1,526 Reduced 24.32%	4,749 $690,000
Q1 2023 Apr 27, 2023	SELL	$124.91 - $143.8 $29,478 - $33,936	-236 Reduced 3.62%	6,275 $817,000
Q4 2022 Jan 27, 2023	SELL	$101.96 - $137.84 $10,603 - $14,335	-104 Reduced 1.57%	6,511 $0
Q3 2022 Nov 01, 2022	BUY	$20.73 - $120.58 $8,457 - $49,196	408 Added 6.57%	6,615 $691,000
Q2 2022 Jul 28, 2022	SELL	$112.61 - $135.91 $993,332 - $1.2 Million	-8,821 Reduced 58.7%	6,207 $699,000
Q1 2022 Apr 29, 2022	BUY	$128.3 - $168.44 $439,170 - $576,570	3,423 Added 29.5%	15,028 $2.05 Million
Q4 2021 Jan 18, 2022	BUY	$153.94 - $171.78 $69,273 - $77,301	450 Added 4.03%	11,605 $1.84 Million
Q3 2021 Oct 14, 2021	BUY	$146.97 - $166.98 $816,712 - $927,907	5,557 Added 99.27%	11,155 $1.83 Million
Q2 2021 Jul 20, 2021	BUY	$147.37 - $166.44 $5,452 - $6,158	37 Added 0.67%	5,598 $871,000
Q1 2021 Apr 14, 2021	SELL	$125.65 - $157.65 $186,715 - $234,267	-1,486 Reduced 21.09%	5,561 $847,000
Q4 2020 Feb 04, 2021	BUY	$96.54 - $127.07 $680,317 - $895,462	7,047 New	7,047 $896,000

Others Institutions Holding JPM

# of Institutions

4,538

Shares Held

2.01B

Call Options Held

26.2M

Put Options Held

29.1M

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 $620B
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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Latitude Advisors, LLC Jpmorgan Chase & CO Transaction History