Lbmc Investment Advisors, LLC Jpmorgan Chase & CO Transaction History

Lbmc Investment Advisors, LLC

$1.26 Billion
Q3 2024

A detailed history of Lbmc Investment Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Lbmc Investment Advisors, LLC holds 7,101 shares of JPM stock, worth $1.73 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

7,101

Previous 7,101 -0.0%

Holding current value

$1.73 Million

Previous $1.44 Million 4.18%

% of portfolio

0.12%

Previous 0.12%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	SELL	$167.09 - $200.3 $64,998 - $77,916	-389 Reduced 5.19%	7,101 $1.42 Million
Q3 2022 Oct 07, 2022	SELL	$20.73 - $120.58 $4,146 - $24,116	-200 Reduced 2.6%	7,490 $783,000
Q2 2022 Jul 07, 2022	SELL	$112.61 - $135.91 $28,265 - $34,113	-251 Reduced 3.16%	7,690 $866,000
Q1 2022 Apr 11, 2022	SELL	$128.3 - $168.44 $9,750 - $12,801	-76 Reduced 0.95%	7,941 $1.08 Million
Q4 2021 Mar 17, 2022	BUY	$153.94 - $171.78 $412,713 - $460,542	2,681 Added 50.24%	8,017 $1.27 Million
Q3 2021 Nov 15, 2021	SELL	$146.97 - $166.98 $359,782 - $408,767	-2,448 Reduced 31.45%	5,336 $1.31 Million
Q2 2021 Aug 02, 2021	BUY	$147.37 - $166.44 $371,372 - $419,428	2,520 Added 47.87%	7,784 $1.21 Million
Q1 2021 Apr 20, 2021	SELL	$125.65 - $157.65 $3,141 - $3,941	-25 Reduced 0.47%	5,264 $801,000
Q4 2020 Jan 21, 2021	BUY	$96.54 - $127.07 $6,275 - $8,259	65 Added 1.24%	5,289 $672,000
Q2 2020 Jul 14, 2020	SELL	$84.03 - $113.45 $21,847 - $29,497	-260 Reduced 4.74%	5,224 $491,000
Q1 2020 Apr 21, 2020	SELL	$79.03 - $141.09 $553 - $987	-7 Reduced 0.13%	5,484 $494,000
Q4 2019 Jan 22, 2020	SELL	$111.82 - $139.4 $106,229 - $132,430	-950 Reduced 14.75%	5,491 $765,000
Q3 2019 Oct 24, 2019	SELL	$104.8 - $120.23 $78,600 - $90,172	-750 Reduced 10.43%	6,441 $758,000
Q2 2019 Jul 18, 2019	BUY	$104.64 - $116.12 $59,330 - $65,840	567 Added 8.56%	7,191 $804,000
Q1 2019 Apr 26, 2019	SELL	$97.11 - $107.19 $41,271 - $45,555	-425 Reduced 6.03%	6,624 $671,000
Q4 2018 Feb 01, 2019	BUY	$92.14 - $115.32 $46,530 - $58,236	505 Added 7.72%	7,049 $688,000
Q3 2018 Nov 08, 2018	SELL	$103.61 - $118.63 $6,112 - $6,999	-59 Reduced 0.89%	6,544 $738,000
Q2 2018 Aug 03, 2018	BUY	$103.24 - $114.29 $140,303 - $155,320	1,359 Added 25.92%	6,603 $688,000
Q4 2017 Feb 08, 2018	BUY	$95.86 - $107.83 $141,105 - $158,725	1,472 Added 39.02%	5,244 $561,000
Q3 2017 Nov 08, 2017	BUY	$88.42 - $95.51 $111,497 - $120,438	1,261 Added 50.22%	3,772 $360,000
Q2 2017 Aug 08, 2017	BUY	N/A	2,511	2,511 $230,000

Others Institutions Holding JPM

# of Institutions

4,619

Shares Held

1.95B

Call Options Held

29.8M

Put Options Held

35.7M

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 $713B
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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Lbmc Investment Advisors, LLC Jpmorgan Chase & CO Transaction History