A detailed history of Lazari Capital Management, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Lazari Capital Management, Inc. holds 9,268 shares of JPM stock, worth $1.95 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares
9,268
Previous 7,448 24.44%
Holding current value
$1.95 Million
Previous $1.49 Billion 25.66%
% of portfolio
0.85%
Previous 0.81%

Shares

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

Sep 09, 2024

BUY
$180.08 - $204.79 $327,745 - $372,717
1,820 Added 24.44%
9,268 $1.87 Billion
Q1 2024

Jun 24, 2024

SELL
$167.09 - $200.3 $99,585 - $119,378
-596 Reduced 7.41%
7,448 $1.49 Billion
Q4 2023

Feb 27, 2024

SELL
$135.69 - $170.3 $22,253 - $27,929
-164 Reduced 2.0%
8,044 $1.37 Billion
Q3 2023

Nov 07, 2023

BUY
$143.21 - $158.0 $9,022 - $9,954
63 Added 0.77%
8,208 $1.19 Billion
Q2 2023

Jul 20, 2023

BUY
$127.47 - $145.44 $1.04 Million - $1.18 Million
8,145 New
8,145 $1.18 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 $617B
  • 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
Track This Portfolio

Track Lazari Capital Management, Inc. Portfolio

Follow Lazari Capital Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lazari Capital Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Lazari Capital Management, Inc. with notifications on news.