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

Level Four Advisory Services, LLC

  • $2.3 Billion
  • Q3 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 98,492 shares of JPM stock, worth $23.4 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares
98,492
Previous 68,835 43.08%
Holding current value
$23.4 Million
Previous $13.9 Million 49.12%
% of portfolio
0.9%
Previous 0.66%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$194.9 - $224.8 $5.78 Million - $6.67 Million
29,657 Added 43.08%
98,492 $20.8 Million
Q2 2024

Aug 09, 2024
SELL
$180.08 - $204.79 $1.17 Million - $1.33 Million
-6,489 Reduced 8.61%
68,835 $13.9 Million
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
4,616
Shares Held
1.95B
Call Options Held
29.8M
Put Options Held
35.7M
View Full List

About JPMORGAN CHASE & CO

JPM Quotes by TradingView
  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $697B
  • 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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