Leonard Rickey Investment Advisors P.L.L.C. Jpmorgan Chase & CO Transaction History

Leonard Rickey Investment Advisors P.L.L.C.

$387 Million
Q1 2024

A detailed history of Leonard Rickey Investment Advisors P.L.L.C. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Leonard Rickey Investment Advisors P.L.L.C. holds 4,990 shares of JPM stock, worth $1.04 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

4,990

Previous 4,807 3.81%

Holding current value

$1.04 Million

Previous $817,000 22.28%

% of portfolio

0.26%

Previous 0.24%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 18, 2024	BUY	$167.09 - $200.3 $30,577 - $36,654	183 Added 3.81%	4,990 $999,000
Q4 2023 Jan 23, 2024	BUY	$135.69 - $170.3 $24,559 - $30,824	181 Added 3.91%	4,807 $817,000
Q3 2023 Oct 17, 2023	BUY	$143.21 - $158.0 $15,037 - $16,590	105 Added 2.32%	4,626 $670,000
Q2 2023 Jul 27, 2023	BUY	$127.47 - $145.44 $25,239 - $28,797	198 Added 4.58%	4,521 $657,000
Q1 2023 Apr 20, 2023	BUY	$124.91 - $143.8 $46,091 - $53,062	369 Added 9.33%	4,323 $563,000

Q4 2022 Jan 27, 2023	BUY	$101.96 - $137.84 $56,791 - $76,776	557 Added 16.4%	3,954 $0
Q3 2022 Oct 31, 2022	SELL	$20.73 - $120.58 $3,441 - $20,016	-166 Reduced 4.66%	3,397 $355,000
Q2 2022 Jul 25, 2022	BUY	$112.61 - $135.91 $6,080 - $7,339	54 Added 1.54%	3,563 $401,000
Q1 2022 Apr 19, 2022	BUY	$128.3 - $168.44 $43,622 - $57,269	340 Added 10.73%	3,509 $478,000
Q4 2021 Feb 01, 2022	SELL	$153.94 - $171.78 $923 - $1,030	-6 Reduced 0.19%	3,169 $502,000
Q3 2021 Oct 25, 2021	BUY	$146.97 - $166.98 $37,918 - $43,080	258 Added 8.84%	3,175 $520,000
Q2 2021 Jul 27, 2021	SELL	$147.37 - $166.44 $30,210 - $34,120	-205 Reduced 6.57%	2,917 $440,000
Q1 2021 May 06, 2021	BUY	$125.65 - $157.65 $19,098 - $23,962	152 Added 5.12%	3,122 $475,000
Q4 2020 Jan 22, 2021	SELL	$96.54 - $127.07 $3,668 - $4,828	-38 Reduced 1.26%	2,970 $377,000
Q3 2020 Oct 16, 2020	BUY	$91.28 - $103.82 $26,014 - $29,588	285 Added 10.47%	3,008 $290,000
Q2 2020 Jul 21, 2020	BUY	$84.03 - $113.45 $18,234 - $24,618	217 Added 8.66%	2,723 $256,000
Q1 2020 Apr 28, 2020	BUY	$79.03 - $141.09 $4,662 - $8,324	59 Added 2.41%	2,506 $226,000
Q4 2019 Jan 07, 2020	BUY	$111.82 - $139.4 $14,536 - $18,122	130 Added 5.61%	2,447 $341,000
Q3 2019 Oct 17, 2019	BUY	$104.8 - $120.23 $25,152 - $28,855	240 Added 11.56%	2,317 $273,000
Q2 2019 Jul 10, 2019	BUY	$104.64 - $116.12 $217,337 - $241,181	2,077 New	2,077 $232,000
Q4 2018 Jan 17, 2019	SELL	$92.14 - $115.32 $175,066 - $219,108	-1,900 Closed	0 $0
Q3 2018 Oct 23, 2018	BUY	$103.61 - $118.63 $196,859 - $225,397	1,900 New	1,900 $214,000
Q2 2018 Jul 17, 2018	SELL	$103.24 - $114.29 $196,156 - $217,151	-1,900 Closed	0 $0
Q4 2017 Feb 14, 2018	BUY	$95.86 - $107.83 $182,134 - $204,877	1,900	1,900 $203,000

Others Institutions Holding JPM

# of Institutions

4,421

Shares Held

1.98B

Call Options Held

35.5M

Put Options Held

32.6M

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 $613B
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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Leonard Rickey Investment Advisors P.L.L.C. Jpmorgan Chase & CO Transaction History