Level Four Advisory Services, LLC Jpmorgan Chase & CO Transaction History

Level Four Advisory Services, LLC

$1.86 Billion
Q1 2024

A detailed history of Level Four Advisory Services, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Level Four Advisory Services, LLC holds 75,324 shares of JPM stock, worth $15.4 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares

75,324

Previous 73,431 2.58%

Holding current value

$15.4 Million

Previous $12.5 Million 20.79%

% of portfolio

0.81%

Previous 0.73%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$167.09 - $200.3 $316,301 - $379,167	1,893 Added 2.58%	75,324 $15.1 Million
Q4 2023 Feb 08, 2024	SELL	$135.69 - $170.3 $311,272 - $390,668	-2,294 Reduced 3.03%	73,431 $12.5 Million
Q3 2023 Nov 13, 2023	SELL	$143.21 - $158.0 $1.89 Million - $2.08 Million	-13,194 Reduced 14.84%	75,725 $11 Million
Q2 2023 Jul 10, 2023	BUY	$127.47 - $145.44 $347,355 - $396,324	2,725 Added 3.16%	88,919 $12.9 Million
Q1 2023 Jun 05, 2023	BUY	$124.91 - $143.8 $166,505 - $191,685	1,333 Added 1.57%	86,194 $11.2 Million

Q4 2022 Feb 13, 2023	BUY	$101.96 - $137.84 $2.1 Million - $2.83 Million	20,553 Added 31.96%	84,861 $11.4 Million
Q3 2022 Nov 07, 2022	BUY	$20.73 - $120.58 $57,505 - $334,488	2,774 Added 4.51%	64,308 $6.72 Million
Q2 2022 Aug 08, 2022	BUY	$112.61 - $135.91 $158,554 - $191,361	1,408 Added 2.34%	61,534 $6.93 Million
Q1 2022 May 10, 2022	BUY	$128.3 - $168.44 $324,342 - $425,816	2,528 Added 4.39%	60,126 $8.2 Million
Q4 2021 Feb 11, 2022	BUY	$153.94 - $171.78 $2.46 Million - $2.75 Million	16,007 Added 38.49%	57,598 $9.12 Million
Q3 2021 Oct 12, 2021	SELL	$146.97 - $166.98 $3.26 Million - $3.7 Million	-22,183 Reduced 34.78%	41,591 $6.81 Million
Q2 2021 Aug 09, 2021	BUY	$147.37 - $166.44 $745,544 - $842,019	5,059 Added 8.62%	63,774 $9.92 Million
Q1 2021 May 10, 2021	BUY	$125.65 - $157.65 $243,761 - $305,841	1,940 Added 3.42%	58,715 $8.94 Million
Q4 2020 Feb 10, 2021	SELL	$96.54 - $127.07 $388,476 - $511,329	-4,024 Reduced 6.62%	56,775 $7.21 Million
Q3 2020 Nov 02, 2020	SELL	$91.28 - $103.82 $508,064 - $577,862	-5,566 Reduced 8.39%	60,799 $5.85 Million
Q2 2020 Aug 17, 2020	BUY	$84.03 - $113.45 $5.38 Million - $7.26 Million	63,987 Added 2690.79%	66,365 $6.24 Million
Q2 2020 Jul 27, 2020	SELL	$84.03 - $113.45 $4.93 Million - $6.65 Million	-58,646 Reduced 96.1%	2,378 $224,000
Q1 2020 May 13, 2020	SELL	$79.03 - $141.09 $351,841 - $628,132	-4,452 Reduced 6.8%	61,024 $5.5 Million
Q4 2019 Feb 13, 2020	BUY	$111.82 - $139.4 $734,433 - $915,579	6,568 Added 11.15%	65,476 $23 Million
Q3 2019 Nov 12, 2019	SELL	$104.8 - $120.23 $321,945 - $369,346	-3,072 Reduced 4.96%	58,908 $6.93 Million
Q2 2019 Aug 14, 2019	SELL	$104.64 - $116.12 $377,331 - $418,728	-3,606 Reduced 5.5%	61,980 $6.93 Million
Q1 2019 May 15, 2019	SELL	$97.11 - $107.19 $127,019 - $140,204	-1,308 Reduced 1.96%	65,586 $6.64 Million
Q4 2018 Feb 08, 2019	BUY	$92.14 - $115.32 $128,903 - $161,332	1,399 Added 2.14%	66,894 $6.53 Million
Q3 2018 Nov 14, 2018	SELL	$103.61 - $118.63 $629,119 - $720,321	-6,072 Reduced 8.48%	65,495 $7.39 Million
Q2 2018 Aug 14, 2018	BUY	$103.24 - $114.29 $1.03 Million - $1.14 Million	9,979 Added 16.2%	71,567 $7.46 Million
Q1 2018 May 14, 2018	BUY	$107.01 - $118.77 $310,864 - $345,026	2,905 Added 4.95%	61,588 $6.77 Million
Q4 2017 Feb 13, 2018	BUY	$95.86 - $107.83 $246,839 - $277,662	2,575 Added 4.59%	58,683 $6.28 Million
Q3 2017 Apr 03, 2018	SELL	$88.42 - $95.51 $144,036 - $155,585	-1,629 Reduced 2.82%	56,108 $5.36 Million
Q3 2017 Nov 15, 2017	BUY	$88.42 - $95.51 $414,159 - $447,368	4,684 Added 8.83%	57,737 $5.56 Million
Q2 2017 Sep 20, 2017	SELL	N/A	-11,625 Reduced 17.97%	53,053 $4.57 Million
Q1 2017 Sep 20, 2017	BUY	N/A	64,678	64,678 $5.59 Million

Others Institutions Holding JPM

# of Institutions

4,423

Shares Held

1.98B

Call Options Held

35.5M

Put Options Held

32.6M

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About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $601B
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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Level Four Advisory Services, LLC Jpmorgan Chase & CO Transaction History