A detailed history of Lauterbach Financial Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Lauterbach Financial Advisors, LLC holds 29,028 shares of JPM stock, worth $6.03 Million. This represents 4.01% of its overall portfolio holdings.

Number of Shares
29,028
Previous 29,535 1.72%
Holding current value
$6.03 Million
Previous $5.02 Million 15.75%
% of portfolio
4.01%
Previous 3.68%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024

SELL
$167.09 - $200.3 $84,714 - $101,552
-507 Reduced 1.72%
29,028 $5.81 Million
Q4 2023

Jan 18, 2024

BUY
$135.69 - $170.3 $28,494 - $35,763
210 Added 0.72%
29,535 $5.02 Million
Q2 2023

Aug 02, 2023

BUY
$127.47 - $145.44 $509 - $581
4 Added 0.01%
29,325 $4.27 Million
Q1 2023

May 01, 2023

SELL
$124.91 - $143.8 $67,701 - $77,939
-542 Reduced 1.81%
29,321 $3.82 Million
Q4 2022

Jan 26, 2023

BUY
$101.96 - $137.84 $407 - $551
4 Added 0.01%
29,863 $0
Q3 2022

Oct 28, 2022

SELL
$20.73 - $120.58 $20,875 - $121,424
-1,007 Reduced 3.26%
29,859 $3.12 Million
Q2 2022

Jul 29, 2022

SELL
$112.61 - $135.91 $35,359 - $42,675
-314 Reduced 1.01%
30,866 $3.48 Million
Q4 2021

Feb 08, 2022

BUY
$153.94 - $171.78 $4.8 Million - $5.36 Million
31,180 New
31,180 $4.94 Million

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 $610B
  • 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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