Lee Financial CO Jpmorgan Chase & CO Transaction History

Lee Financial CO

$650 Million
Q1 2025

A detailed history of Lee Financial CO transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Lee Financial CO holds 10,132 shares of JPM stock, worth $2.71 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

10,132

Previous 11,326 10.54%

Holding current value

$2.71 Million

Previous $2.71 Million 8.44%

% of portfolio

0.38%

Previous 0.38%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$225.19 - $279.95 $268,876 - $334,260	-1,194 Reduced 10.54%	10,132 $2.49 Million
Q4 2024 Jan 30, 2025	BUY	$205.18 - $250.29 $47,806 - $58,317	233 Added 2.1%	11,326 $2.71 Million
Q3 2024 Nov 14, 2024	BUY	$194.9 - $224.8 $213,220 - $245,931	1,094 Added 10.94%	11,093 $2.34 Million
Q2 2024 Aug 14, 2024	BUY	$180.08 - $204.79 $378,348 - $430,263	2,101 Added 26.6%	9,999 $2.02 Million
Q1 2024 May 15, 2024	BUY	$167.09 - $200.3 $497,594 - $596,493	2,978 Added 60.53%	7,898 $1.58 Million
Q4 2023 Feb 08, 2024	BUY	$135.69 - $170.3 $6,513 - $8,174	48 Added 0.99%	4,920 $836,000
Q3 2023 Nov 09, 2023	BUY	$143.21 - $158.0 $7,446 - $8,216	52 Added 1.08%	4,872 $706,000
Q2 2023 Aug 08, 2023	SELL	$127.47 - $145.44 $22,052 - $25,161	-173 Reduced 3.46%	4,820 $701,000
Q1 2023 May 15, 2023	BUY	$124.91 - $143.8 $10,992 - $12,654	88 Added 1.79%	4,993 $650,000
Q3 2022 Nov 01, 2022	BUY	$20.73 - $120.58 $12,914 - $75,121	623 Added 14.55%	4,905 $512,000
Q2 2022 Aug 10, 2022	SELL	$112.61 - $135.91 $6,869 - $8,290	-61 Reduced 1.4%	4,282 $482,000
Q1 2022 May 11, 2022	BUY	$128.3 - $168.44 $21,682 - $28,466	169 Added 4.05%	4,343 $592,000
Q4 2021 Feb 08, 2022	BUY	$153.94 - $171.78 $147,936 - $165,080	961 Added 29.91%	4,174 $661,000
Q3 2021 Nov 12, 2021	BUY	$146.97 - $166.98 $2,645 - $3,005	18 Added 0.56%	3,213 $525,000
Q2 2021 Aug 04, 2021	BUY	$147.37 - $166.44 $74,569 - $84,218	506 Added 18.82%	3,195 $497,000
Q1 2021 May 13, 2021	BUY	$125.65 - $157.65 $163,847 - $205,575	1,304 Added 94.15%	2,689 $409,000
Q4 2020 Feb 12, 2021	SELL	$96.54 - $127.07 $8,302 - $10,928	-86 Reduced 5.85%	1,385 $176,000
Q3 2020 Nov 03, 2020	SELL	$91.28 - $103.82 $35,051 - $39,866	-384 Reduced 20.7%	1,471 $142,000
Q2 2020 Aug 11, 2020	BUY	$84.03 - $113.45 $58,821 - $79,415	700 Added 60.61%	1,855 $174,000
Q1 2020 May 07, 2020	SELL	$79.03 - $141.09 $39,989 - $71,391	-506 Reduced 30.46%	1,155 $104,000
Q2 2019 Jul 30, 2019	BUY	$104.64 - $116.12 $44,158 - $49,002	422 Added 34.06%	1,661 $186,000
Q1 2019 Apr 30, 2019	BUY	$97.11 - $107.19 $107,694 - $118,873	1,109 Added 853.08%	1,239 $125,000
Q4 2018 Feb 11, 2019	SELL	$92.14 - $115.32 $276,420 - $345,960	-3,000 Reduced 95.85%	130 $13,000
Q3 2018 Nov 07, 2018	SELL	$103.61 - $118.63 $176,240 - $201,789	-1,701 Reduced 35.21%	3,130 $353,000
Q2 2018 Aug 14, 2018	SELL	$103.24 - $114.29 $20,544 - $22,743	-199 Reduced 3.96%	4,831 $504,000
Q1 2018 May 09, 2018	BUY	$107.01 - $118.77 $28,357 - $31,474	265 Added 5.56%	5,030 $554,000
Q4 2017 Feb 09, 2018	SELL	$95.86 - $107.83 $889,964 - $1 Million	-9,284 Reduced 66.08%	4,765 $510,000
Q3 2017 Nov 07, 2017	BUY	$88.42 - $95.51 $1.24 Million - $1.34 Million	14,049	14,049 $1.34 Million

Others Institutions Holding JPM

# of Institutions

5,177

Shares Held

1.99B

Call Options Held

24M

Put Options Held

26.3M

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 $785B
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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