A detailed history of Lederer & Associates Investment Counsel transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Lederer & Associates Investment Counsel holds 14,813 shares of JPM stock, worth $3.13 Million. This represents 2.17% of its overall portfolio holdings.

Number of Shares
14,813
Previous 16,013 7.49%
Holding current value
$3.13 Million
Previous $3.21 Million 6.58%
% of portfolio
2.17%
Previous 2.23%

Shares

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

Aug 02, 2024

SELL
$180.08 - $204.79 $216,096 - $245,748
-1,200 Reduced 7.49%
14,813 $3 Million
Q1 2024

Apr 29, 2024

SELL
$167.09 - $200.3 $102,259 - $122,583
-612 Reduced 3.68%
16,013 $3.21 Million
Q4 2023

Jan 19, 2024

SELL
$135.69 - $170.3 $27,409 - $34,400
-202 Reduced 1.2%
16,625 $2.83 Million
Q3 2023

Oct 23, 2023

SELL
$143.21 - $158.0 $26,637 - $29,388
-186 Reduced 1.09%
16,827 $2.44 Million
Q2 2023

Aug 04, 2023

SELL
$127.47 - $145.44 $46,526 - $53,085
-365 Reduced 2.1%
17,013 $2.47 Million
Q1 2023

Apr 17, 2023

SELL
$124.91 - $143.8 $29,978 - $34,512
-240 Reduced 1.36%
17,378 $2.27 Million
Q4 2022

Jan 12, 2023

SELL
$101.96 - $137.84 $76,673 - $103,655
-752 Reduced 4.09%
17,618 $2.36 Million
Q3 2022

Nov 14, 2022

SELL
$20.73 - $120.58 $3,689 - $21,463
-178 Reduced 0.96%
18,370 $1.92 Million
Q2 2022

Aug 09, 2022

SELL
$112.61 - $135.91 $298,754 - $360,569
-2,653 Reduced 12.51%
18,548 $2.09 Million
Q1 2022

May 24, 2022

SELL
$128.3 - $168.44 $641 - $842
-5 Reduced 0.02%
21,201 $2.89 Million
Q4 2021

Jan 24, 2022

BUY
$153.94 - $171.78 $5,541 - $6,184
36 Added 0.17%
21,206 $3.36 Million
Q3 2021

Oct 22, 2021

BUY
$146.97 - $166.98 $33,362 - $37,904
227 Added 1.08%
21,170 $3.47 Million
Q2 2021

Jul 23, 2021

SELL
$147.37 - $166.44 $29,031 - $32,788
-197 Reduced 0.93%
20,943 $3.26 Million
Q1 2021

Apr 19, 2021

BUY
$125.65 - $157.65 $100,268 - $125,804
798 Added 3.92%
21,140 $3.22 Million
Q4 2020

Jan 25, 2021

BUY
$96.54 - $127.07 $7,819 - $10,292
81 Added 0.4%
20,342 $2.59 Million
Q3 2020

Jan 13, 2021

BUY
$91.28 - $103.82 $53,216 - $60,527
583 Added 2.96%
20,261 $1.95 Million
Q2 2020

Jul 14, 2020

SELL
$84.03 - $113.45 $5,041 - $6,807
-60 Reduced 0.3%
19,678 $1.85 Million
Q1 2020

Apr 20, 2020

SELL
$79.03 - $141.09 $58,245 - $103,983
-737 Reduced 3.6%
19,738 $1.78 Million
Q4 2019

Feb 07, 2020

BUY
$111.82 - $139.4 $7,827 - $9,758
70 Added 0.34%
20,475 $2.85 Million
Q3 2019

Oct 07, 2019

SELL
$104.8 - $120.23 $2,096 - $2,404
-20 Reduced 0.1%
20,405 $2.4 Million
Q2 2019

Jul 19, 2019

SELL
$104.64 - $116.12 $258,984 - $287,397
-2,475 Reduced 10.81%
20,425 $2.28 Million
Q1 2019

Apr 12, 2019

SELL
$97.11 - $107.19 $26,219 - $28,941
-270 Reduced 1.17%
22,900 $2.32 Million
Q4 2018

Jan 25, 2019

BUY
$92.14 - $115.32 $57,587 - $72,075
625 Added 2.77%
23,170 $2.26 Million
Q3 2018

Oct 22, 2018

BUY
$103.61 - $118.63 $57,503 - $65,839
555 Added 2.52%
22,545 $2.54 Million
Q2 2018

Jul 27, 2018

SELL
$103.24 - $114.29 $54,304 - $60,116
-526 Reduced 2.34%
21,990 $2.29 Million
Q1 2018

Apr 09, 2018

SELL
$107.01 - $118.77 $32,638 - $36,224
-305 Reduced 1.34%
22,516 $2.48 Million
Q4 2017

Jan 11, 2018

SELL
$95.86 - $107.83 $14,283 - $16,066
-149 Reduced 0.65%
22,821 $2.44 Million
Q3 2017

Oct 13, 2017

BUY
$88.42 - $95.51 $2.03 Million - $2.19 Million
22,970
22,970 $2.19 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 $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 ...
More about JPM
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